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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Oregon

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Oregon, by city and A to Z.

The short answer

122 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oregon, out of 22,881 nationwide; it's the firm's number 29 state by advisors, and the most are in Portland (48). 1 list the CFP designation and 122 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors by city in Oregon

Every firm in Oregon →

Portland 48Lake Oswego 24Bend 19Salem 12Eugene 9Beaverton 1Clackamas 1Corvallis 1Gresham 1Newberg 1Oregon City 1Powell Butte 1Sherwood 1Tigard 1Wilsonville 1

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Oregon, A to Z

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Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in every state →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news and advisor moves →Advisor Moves: who changed firms this week →

Merrill Lynch, Pierce, Fenner & Smith Incorporated in other states

New York 3,452California 2,652Florida 2,497New Jersey 1,702Texas 1,642Illinois 896North Carolina 787Massachusetts 755Arizona 700Pennsylvania 698Georgia 595Maryland 568Connecticut 545Michigan 536Ohio 460Virginia 414Washington 388Rhode Island 347South Carolina 264Missouri 235Tennessee 234Colorado 216Minnesota 209Indiana 186Nevada 181District of Columbia 177Louisiana 142Alabama 135Utah 120Oklahoma 89Kentucky 86Wisconsin 84New Mexico 80Arkansas 78New Hampshire 71Delaware 67Kansas 62Hawaii 52Iowa 45Nebraska 42Montana 37Mississippi 33Idaho 29Maine 28West Virginia 27South Dakota 17Vermont 17Alaska 16North Dakota 12

Questions

How many Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors are in Oregon?

122 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 at the firm nationwide. 1 list the CFP designation and 122 are also registered as broker representatives.

Where in Oregon does Merrill Lynch, Pierce, Fenner & Smith Incorporated have the most advisors?

Portland, with 48, then Lake Oswego (24). Merrill Lynch, Pierce, Fenner & Smith Incorporated has advisors in 15 cities in Oregon.

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

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.