Financial ADVSR advisor directory · SEC adviser records
Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Rancho Santa Fe, CA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Rancho Santa Fe, A to Z.
The short answer
36 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, out of 22,882 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 36 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Rancho Santa Fe, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Steven S. AdkinsonAlso a broker rep
- Eric AguirreAlso a broker rep
- Samer BordcoshAlso a broker rep
- Michael P. CarrollAlso a broker rep
- Deane L. CurtissAlso a broker rep
- Tanner S. CurtissAlso a broker rep
- Kristin E. DornbuschAlso a broker rep
- Katharine W. DowneyAlso a broker rep
- Jennifer C. DugganAlso a broker rep
- Christopher FicaraAlso a broker rep
- James R. GilmoreAlso a broker rep
- Jared HegardtAlso a broker rep
- Ronald D. HegardtAlso a broker rep
- David P. HeneseyCertified Financial Planner · Also a broker rep
- Peter HuffmanAlso a broker rep
- Joshua JohnsonAlso a broker rep
- Laura KhorshidAlso a broker rep
- Kristina D. KlamerAlso a broker rep
- Michael LarkinAlso a broker rep
- Laila E. MargalloAlso a broker rep
- David A. MasseyAlso a broker rep
- David V. MenasheAlso a broker rep
- Jesse P. MenasheAlso a broker rep
- Cody MezaAlso a broker rep
- Lisa L. MillerAlso a broker rep
- John A. NaviauxAlso a broker rep
- Lisa PachecoAlso a broker rep
- Jennifer PerkinsonAlso a broker rep
- Joshua C. RayburnAlso a broker rep
- Jeremiah S. RodgersAlso a broker rep
- Paul C. SanitAlso a broker rep
- Michael J. SteelmanAlso a broker rep
- Annterese TothAlso a broker rep
- Russel J. UptonAlso a broker rep
- Allison WongAlso a broker rep
- Kaleah N. YearwoodAlso 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 2,429Jacksonville, 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 Rancho Santa Fe
All Rancho Santa Fe advisors →Morgan Stanley 13American Money Management, LLC 10Wells Fargo Clearing Services, LLC 6Bull Oak Capital, LLC 5Dark Horse Advisors LLC 3Gracian Capital LLC 3
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Rancho Santa Fe?
36 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Rancho Santa Fe, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 1 list the CFP designation and 36 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Rancho Santa Fe?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 1 in Rancho Santa Fe by registered advisors, ahead of Morgan Stanley (13).
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Rancho Santa Fe?
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.