Scott
Lillibridge

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2262411
Investment Advisor
in Seattle, WA

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About this Advisor

Scott Lillibridge is a financial advisor operating in Seattle, Washington, with a total of 11 years of experience as a financial advisor. Lillibridge currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Lillibridge has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Lillibridge has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm headquartered in Seattle, Washington. It has offices in 3,270 locations and a total of 36,383 people on staff. It has $962 billion in assets among its 2,529,169 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a broad assortment of services, including 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. Fees for financial advice usually vary depending on the type of financial services offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Scott Lillibridge Work History

Scott has 11 years of experience.

2011 - Present (10 years)

Bank Of America, N.A

2009 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Scott Lillibridge has disclosures.

Please visit their SEC profile for more details.

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Chor-Shing Chan
New York, NY
Jeffrey Petersen
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Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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