Lixi
Jiang
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Lixi Jiang is a financial advisor based in Brooklyn, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Lixi has previously held positions at Pruco Securities LLC, HSBC Bank USA N.A, Maximus Inc, Tad Pgs Inc/Maximus Inc, Fashioners NY Inc, The Prudential Insurance Company of America, Merrill Lynch, Pierce, Fenner & Smith Inc, Abest Care Inc, Fillmore Real Estate, and the US Census. Lixi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Lixi is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Brooklyn, New York. 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
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Lixi Jiang Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Fillmore Real Estate
Us Census
Hsbc Bank Usa N.A
Abest Care Inc
Maximus Inc
Tad Pgs Inc/Maximus Inc
Fashioners Ny Inc
Disclosures
Please visit the SEC profile of Lixi Jiang 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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