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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Oakland, A to Z.
The short answer
23 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, out of 22,882 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 23 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Oakland, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Ryan J. AmadorAlso a broker rep
- Gregory P. AndersonAlso a broker rep
- Sean F. Cook IIAlso a broker rep
- Naomi A. Evans-JallohAlso a broker rep
- Kenny HellerAlso a broker rep
- Trinh D. JohnsonAlso a broker rep
- John S. KelsonAlso a broker rep
- Kyle KubotaAlso a broker rep
- Paul D. LowAlso a broker rep
- Martha C. MadridAlso a broker rep
- Sohail NajiAlso a broker rep
- Gilbert OrozcoAlso a broker rep
- Michael R. OsterAlso a broker rep
- Patrick O. OswaldAlso a broker rep
- Lewis B. PhillipsAlso a broker rep
- Xiao-Meng S. QiAlso a broker rep
- Wei QianAlso a broker rep
- Cole L. RicardoAlso a broker rep
- Taylor M. RichardsonAlso a broker rep
- Timothy J. ScoreAlso a broker rep
- Mary Jane L. SullivanAlso a broker rep
- Josephine T. WhiteAlso a broker rep
- Barry J. WilliamsAlso a broker rep
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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 Oakland
All Oakland advisors →Morgan Stanley 51Infinity Financial Services Advisory 27Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Oakland?
23 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 0 list the CFP designation and 23 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Oakland?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 3 in Oakland by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Oakland?
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.