Benjamin
Davidson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7548789
Investment Advisor
in Vancouver, WA

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About this Advisor

Benjamin Davidson is a financial advisor based in Vancouver, Washington, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Benjamin has previously held positions at Leading Edge Productions, Inc, Reality Engineering Solutions, LLC (Formerly Reality Engineering), Securities America, Inc / City Fiduciary Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Benjamin is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Vancouver, Washington. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

500 Broadway Street
Vancouver, WA 98660

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

WA Average: 88
Total Number of Accounts

2,911,578

WA Average: 3,892
Average Account Size

$436,737

WA Average: $1,917,921

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

Benjamin Davidson Work History

2024 - Present (0 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2024 - Present (0 year)

Bank Of America, N.A

2023 - Present (1 year)

Northwestern Mutual Life Insurance Company

2023 - Present (1 year)

Northwestern Mutual Investment Services LLC

2022 - 2023 (1 year)

Securities America, Inc / City Fiduciary Group

2021 - 2021 (< 1 year)

Leading Edge Productions, Inc

2011 - 2020 (9 years)

Reality Engineering Solutions, LLC (Formerly Reality Engineering

Disclosures

Please visit the SEC profile of Benjamin Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Brian Fenelon
Ridgeland, MS
Gary Gordon
Birmingham, AL
David Filosa
New York, NY
David Cummins
Forest Hills, NY
Deborah Pace
White Plains, NY
Kenneth Dorris
Fort Worth, TX
Scott Friedman
Chandler, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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