Jonathan
Landi
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jonathan Landi is a financial advisor operating out of New York, New York. Landi is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Landi has gained experience at The Vanguard Group, Inc, Braman Bmw, Pura Vida, Whole Foods Market, The Colony Hotel, Choice Delivery, Robertson, Anschutz And Schneid, Starbucks, Chase Bank, Shell Gas Station, U.S. Navy, Walmart, D'Agostinos, Kroger, Palm Beach Community College, Florida Atlantic University, Randstad, Wells Fargo Clearing Services, Merrill Lynch, Pierce, Fenner & Smith Inc and Wawa. Landi maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and is approved to serve investors in North Carolina. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in total assets among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a number 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. A financial advisor's fees usually depend on the type of financial services provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include 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
Jonathan Landi Work History
Jonathan has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
The Vanguard Group, Inc
Randstad
Wells Fargo Clearing Services
Braman Bmw
Pura Vida
Whole Foods Market
The Colony Hotel
Choice Delivery
Robertson, Anschutz And Schneid
Florida Atlantic University
Wawa
Starbucks
Chase Bank
Palm Beach Community College
Shell Gas Station
U.S. Navy
Walmart
Chase Bank
D'Agostinos
Kroger
*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 Jonathan Landi 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
Scottsdale, AZ
New York, NY
Middletown, NY
Summit, NJ
Temecula, CA
Houston, TX
Los Angeles, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
