Holly
Rampertab
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Holly Rampertab is a financial advisor based in Salt Lake City, Utah, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Holly has previously held positions at Axa Advisors, LLC, Transamerica Center For Health Studies, University Of Southern California, Office Of Councilman Bonin, Neighborhood Legal Services, Asian American Advancing Justice, United States Navy, Equitable Advisors, LLC, Equitable Advisors LLC, Equitable, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Holly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Utah. Currently, Holly is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Salt Lake City, Utah. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Holly Rampertab Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Equitable Advisors LLC
Equitable
Axa Advisors, LLC
Equitable Advisors, LLC
Transamerica Center For Health Studies
Office Of Councilman Bonin
Neighborhood Legal Services
Asian American Advancing Justice
University Of Southern California
United States Navy
Disclosures
Please visit the SEC profile of Holly Rampertab to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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