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Financial ADVSR advisor directory · SEC adviser records

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

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

14 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, out of 22,882 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 14 are also registered broker representatives.

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

Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →

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 Ocala

All Ocala advisors →

Truist Advisory Services, Inc. 16LPL Financial LLC 13Raymond James & Associates, Inc. 12Pfs Investments Inc. 10Raymond James Financial Services Advisors, Inc. 10Edward Jones 8Wells Fargo Clearing Services, LLC 8Ameriprise Financial Services, LLC 6Canopy 360 Wealth, LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 6Lifemark Securities Corp. 5

Questions

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

14 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 2 in Ocala by registered advisors; Truist Advisory Services, Inc. has the most, with 16.

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

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.