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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

138 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, out of 22,882 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 138 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in San Diego, 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 San Diego

All San Diego advisors →

LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61Pure Financial Advisors, LLC 54

Questions

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

138 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 0 list the CFP designation and 138 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 4 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

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

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.