Financial ADVSR advisor directory · SEC adviser records
Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Campbell, CA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Campbell, A to Z.
The short answer
4 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Campbell, out of 22,881 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Campbell, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Yuetong ChenAlso a broker rep
- Jonathon DavidsonAlso a broker rep
- Alberto DelgadoAlso a broker rep
- Christopher WiebuschAlso a broker rep
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in every city and state →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news and advisor moves →Merrill Lynch, Pierce, Fenner & Smith Incorporated payout grid vs. other firms →Advisor Moves: who changed firms this week →
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities
New York, NY 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191
Other firms in Campbell
All Campbell advisors →Strategic Advisers LLC 35LPL Financial LLC 17Charles Schwab & Co., Inc. 16Cetera Investment Advisers LLC 11Ameriprise Financial Services, LLC 10Beacon Pointe Advisors, LLC 9Osaic Wealth, Inc. 9Park Avenue Securities LLC 6Northwestern Mutual Investment Services, LLC 5Allworth Financial, L.P. 4State Farm Investment Management Corp. 4Entrust Investment Services, Inc. 3
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Campbell?
4 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Campbell, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Campbell?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 11 in Campbell by registered advisors; Strategic Advisers LLC has the most, with 35.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Campbell?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.