Linus
Nygard

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7451959
Investment Advisor
in Burlington, VT

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About this Advisor

Linus Nygard is a financial advisor based out of Burlington, Vermont who has 1 year of industry experience. Nygard is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Nygard has worked at Jp Morgan Chase Bank, N.A, Kru Coffee, Waterworks Food + Drink, Performa LLC, Cafe Loti, Burke Hotel And Conference Center, Burke Mountain And Conference Center, Saint Johnsbury Academy, Champlain Mill Restaurant LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Vermont and Bank Of America N.A. Nygard maintains Series 66 and Series 63 licenses, designating them as a securities agent, and is able to work in Texas and Vermont. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It has $1 trillion in assets under management across its 2,864,234 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically vary depending on the financial services offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

60 Lake St Adp- Home Office
Burlington, VT 05401

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

VT Average: $7,464,549,021
Total Number of Employees

36,687

VT Average: 88
Total Number of Accounts

2,864,234

VT Average: 3,892
Average Account Size

$381,844

VT Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Linus Nygard Work History

Linus has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America N.A

2021 - 2022 (1 year)

Jp Morgan Chase Bank, N.A

2020 - 2020 (< 1 year)

Kru Coffee

2019 - 2019 (< 1 year)

Waterworks Food + Drink

2019 - 2019 (< 1 year)

Champlain Mill Restaurant LLC

2018 - 2018 (< 1 year)

Performa LLC

2017 - 2017 (< 1 year)

Cafe Loti

2016 - 2016 (< 1 year)

Burke Hotel And Conference Center

2016 - 2020 (4 years)

University Of Vermont

2014 - 2016 (2 years)

Burke Mountain And Conference Center

2013 - 2013 (< 1 year)

Saint Johnsbury Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Linus Nygard 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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