Dustin
Meade
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Dustin Meade is a financial advisor based in Olympia, Washington with 1 year of relevant experience. Meade is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Td Ameritrade, Pioneer Middle School, Dshs, The Evergreen State College, South Puget Sound Community College, Cutters, The Valley Athletic Club, Robinhood Financial, Robinhood Markets, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Starbucks Coffee Company, St. Martin'S University and Bank Of America, N.A. Meade holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Texas and Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It has $1 trillion in assets across its 2,864,234 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a broad set 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. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Dustin Meade Work History
Dustin has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Robinhood Markets, Inc
Robinhood Financial
Td Ameritrade
Td Ameritrade
Pioneer Middle School
St. Martin'S University
Dshs
The Evergreen State College
South Puget Sound Community College
Starbucks Coffee Company
Cutters
The Valley Athletic Club
*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 Dustin Meade 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
