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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in San Mateo, CA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in San Mateo, A to Z.
The short answer
35 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, out of 22,882 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 35 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in San Mateo, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Russell T. BordonaroAlso a broker rep
- Jennifer H. BuhlAlso a broker rep
- Kevin J. CarlsonAlso a broker rep
- Jerry Tzu Hsuan ChenAlso a broker rep
- Nicole M. Domergue-BrunnerAlso a broker rep
- Kimberly J. DunneAlso a broker rep
- Josh EbadiAlso a broker rep
- Rajiv EluthesenAlso a broker rep
- Tara S. FowlerAlso a broker rep
- Deepak GanjuAlso a broker rep
- Robert E. HaeussleinAlso a broker rep
- Chau HuynhAlso a broker rep
- Brian D. ImmethunAlso a broker rep
- Christopher InthavongAlso a broker rep
- Cary T. KohAlso a broker rep
- Jenny W. LeeAlso a broker rep
- Sherman LeeAlso a broker rep
- Anna M. LevaggiAlso a broker rep
- Scott A. LevaggiAlso a broker rep
- Paul M. LucianoAlso a broker rep
- Lata B. MallaAlso a broker rep
- Kate M. MartinezAlso a broker rep
- Sharon Y. MokAlso a broker rep
- Matthew P. MurrerAlso a broker rep
- Charles A. PhelpsAlso a broker rep
- Diego I. SalazarAlso a broker rep
- Sergio G. SantilliAlso a broker rep
- Ramin SohrabiAlso a broker rep
- Jason TingAlso a broker rep
- Jeffrey TingAlso a broker rep
- Michael TingAlso a broker rep
- Keith P. VirnocheAlso a broker rep
- Kuan WangAlso a broker rep
- Plato WangAlso a broker rep
- Tushar ZalpuriAlso 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 San Mateo
All San Mateo advisors →Fisher Investments 48Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in San Mateo?
35 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 0 list the CFP designation and 35 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in San Mateo?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 2 in San Mateo by registered advisors; Fisher Investments has the most, with 48.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in San Mateo?
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.