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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Santa Clara, CA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Santa Clara, A to Z.
The short answer
3 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clara, out of 22,881 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Santa Clara, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Yea Bin LeeAlso a broker rep
- Salah A. SalehAlso a broker rep
- Christopher J. VillaflorAlso 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 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191
Other firms in Santa Clara
All Santa Clara advisors →J.P. Morgan Securities LLC 21Ameriprise Financial Services, LLC 9Transamerica Financial Advisors, LLC 6Wells Fargo Clearing Services, LLC 5Edelman Financial Engines 4Altura Wealth Advisors Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Santa Clara?
3 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Santa Clara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Santa Clara?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 7 in Santa Clara by registered advisors; J.P. Morgan Securities LLC has the most, with 21.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Santa Clara?
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.