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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Lake Forest, IL

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

The short answer

4 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, out of 22,881 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

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

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities

New York, NY 2,514Jacksonville, 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 Lake Forest

All Lake Forest advisors →

Crescent Grove Advisors 14RBC Capital Markets, LLC 12Morgan Stanley 11LPL Financial LLC 10Stifel, Nicolaus & Company, Incorporated 10Northwestern Mutual Investment Services, LLC 6J.P. Morgan Securities LLC 5Tsfg, LLC 5Alley Company 4Curi Capital, LLC 4North Shore Private Asset Management, LLC 4Wells Fargo Advisors Financial Network, LLC 4

Questions

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

4 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Lake Forest, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 11 in Lake Forest by registered advisors; Crescent Grove Advisors has the most, with 14.

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

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.