Sophia
Tzemis
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Sophia Tzemis is a financial advisor based in Melville, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Sophia has previously held positions at Bank Of America, Na and Merrill Lynch, Pierce, Fenner & Smith Inc. Sophia has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Sophia is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Melville, 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
Sophia Tzemis Work History
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Sophia Tzemis 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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