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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Naples, FL

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

The short answer

96 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, out of 22,882 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 96 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Naples, 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 Naples

All Naples advisors →

Morgan Stanley 104Wells Fargo Advisors Financial Network, LLC 56LPL Financial LLC 49Wells Fargo Clearing Services, LLC 46Cwa Asset Management Group 43Strategic Advisers LLC 39J.P. Morgan Securities LLC 34Moran Wealth Management, LLC 32UBS Financial Services Inc. 32Osaic Wealth, Inc. 26Raymond James & Associates, Inc. 25Ameriprise Financial Services, LLC 22

Questions

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

96 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Naples, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 2 list the CFP designation and 96 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 2 in Naples by registered advisors; Morgan Stanley has the most, with 104.

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

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.