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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Irvine, A to Z.

The short answer

65 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, out of 22,882 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 65 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Irvine, A to Z

Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →

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 2,429Jacksonville, FL 719Pennington, NJ 569Chicago, IL 448Charlotte, NC 434Houston, TX 364Boston, MA 324Los Angeles, CA 315Chandler, AZ 309Miami, FL 272Atlanta, GA 271Dallas, TX 233San Francisco, CA 215Newport Beach, CA 190Riverside, RI 175

Other firms in Irvine

All Irvine advisors →

J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27Park Avenue Securities LLC 26

Questions

How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Irvine?

65 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 0 list the CFP designation and 65 are also registered as broker representatives.

Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Irvine?

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 4 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Irvine?

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.