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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Tulsa, OK

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

The short answer

52 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tulsa, out of 22,882 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 52 are also registered broker representatives.

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

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

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 Tulsa

All Tulsa advisors →

Morgan Stanley 67Bok Financial Securities, Inc. 46Edward Jones 41LPL Financial LLC 38Arvest Wealth Management 28Cavanal Hill Investment Management, Inc. 25Cetera Investment Advisers LLC 25State Farm Investment Management Corp. 23Mariner 22Osaic Wealth, Inc. 20Corient 15UBS Financial Services Inc. 15

Questions

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

52 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 22,882 nationwide. 0 list the CFP designation and 52 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 2 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.

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

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.