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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Newton, MA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Newton, A to Z.
The short answer
4 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, out of 22,882 at the firm nationwide; it ranks number 9 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 Newton, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Brian LanniganAlso a broker rep
- Hongyan LiuAlso a broker rep
- Devy ThangavelAlso a broker rep
- Li WangAlso 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 2,429Jacksonville, 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 Newton
All Newton advisors →Ameriprise Financial Services, LLC 8Commonwealth Financial Network 8LPL Financial LLC 8Captrust 6Focus Partners Wealth, LLC 6Raymond James Financial Services Advisors, Inc. 5Brock Hill Wealth Management 4Capital Advisors Group, Inc. 4Plum Street Advisors, LLC 4Mayport Wealth Management 3Proficio Capital Partners LLC 3Strategic Advisers LLC 3
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Newton?
4 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Newton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 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 Newton?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 9 in Newton by registered advisors; Ameriprise Financial Services, LLC has the most, with 8.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Newton?
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.