Richard
Shrader

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#809319
Investment Advisor
in Seattle, WA

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About this Advisor

Richard Shrader is a financial advisor who is based out of Seattle, Washington. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued a notable 45 years of professional experience. Shrader holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Shrader can act as a financial advisor based out of Texas and Washington. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Seattle, Washington, and operates out of 3,270 other offices across the United States. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets throughout 2,529,169 accounts and employs more than 36,383 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

45 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1215 4Th Ave
Seattle, WA 98161

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

WA Average: 88
Total Number of Accounts

2,529,169

WA Average: 3,892
Average Account Size

$380,383

WA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Richard Shrader Work History

Richard has 45 years of experience.

2009 - Present (12 years)

Bank Of America, Na

1975 - Present (46 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Richard Shrader has disclosures.

Please visit their SEC profile for more details.

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Chandler, AZ
Jacob Church
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Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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