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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Toledo, OH
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Toledo, A to Z.
The short answer
20 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, out of 22,881 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 20 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Toledo, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Sandra M. AdamAlso a broker rep
- Anthony T. AdamshickAlso a broker rep
- Michelle D. AllgireAlso a broker rep
- Michael R. CrepsAlso a broker rep
- Matthew DarahAlso a broker rep
- Matthew J. DetrickAlso a broker rep
- Shane C. EwbankAlso a broker rep
- Nathan D. GeislerAlso a broker rep
- Troy A. GreeleyAlso a broker rep
- Wendy L. GreeleyAlso a broker rep
- James C. HappAlso a broker rep
- Lindsey KueblerAlso a broker rep
- Jennifer R. KurthAlso a broker rep
- Jeffrey P. LevesqueAlso a broker rep
- Sara M. LucasAlso a broker rep
- Patrick J. MollenkampAlso a broker rep
- Tristen J. StevensAlso a broker rep
- William J. StevensAlso a broker rep
- Thomas C. SullingerAlso a broker rep
- Glenn R. WeisnerAlso a broker rep
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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 Toledo
All Toledo advisors →Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8Fifth Third Securities, Inc. 6
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Toledo?
20 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 20 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Toledo?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 5 in Toledo by registered advisors; Morgan Stanley has the most, with 31.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Toledo?
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.