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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Waltham, MA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Waltham, A to Z.
The short answer
4 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waltham, out of 22,881 at the firm nationwide; it ranks number 16 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 Waltham, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- John M. HolleranAlso a broker rep
- Andrew E. KeithAlso a broker rep
- Federico MedinaAlso a broker rep
- Michael C. PartridgeAlso 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 2,514Jacksonville, 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 Waltham
All Waltham advisors →Commonwealth Financial Network 130Eagle Strategies LLC 65Ballentine Partners 59Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Waltham?
4 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Waltham, Massachusetts, 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 Waltham?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 16 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Waltham?
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.