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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

215 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, out of 22,882 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 215 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in San Francisco, 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 233Newport Beach, CA 190Riverside, RI 175Washington, DC 170

Other firms in San Francisco

All San Francisco advisors →

Morgan Stanley 418J.P. Morgan Securities LLC 294UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54Perigon Wealth Management, LLC 52

Questions

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

215 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 1 list the CFP designation and 215 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 3 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.

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

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.