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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Charleston, WV
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Charleston, A to Z.
The short answer
15 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, out of 22,881 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 15 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Charleston, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Joshua S. CrossAlso a broker rep
- Ronald A. MuradAlso a broker rep
- James M. O'ConnorAlso a broker rep
- Otis L. O'Connor Jr.Also a broker rep
- Robin L. ParogAlso a broker rep
- Marie E. ParsonsAlso a broker rep
- Christian A. PerezAlso a broker rep
- Adam M. PerryAlso a broker rep
- Austin L. RosencranceAlso a broker rep
- John J. SartaineAlso a broker rep
- Norman W. Shumate IIIAlso a broker rep
- Lyle D. SmithAlso a broker rep
- Jeffrey H. VelepecAlso a broker rep
- Anthony T. WattsAlso a broker rep
- J B. WillisAlso 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 Charleston
All Charleston advisors →Morgan Stanley 28Ameriprise Financial Services, LLC 17Truist Advisory Services, Inc. 15Wells Fargo Clearing Services, LLC 11Vandalia Wealth 7Axxcess Wealth Management, LLC 5Equitable Advisors, LLC 5Focus Partners Wealth, LLC 5Ntv Asset Management, LLC 5Janney Montgomery Scott LLC 4McKinley Carter Wealth Services, Inc. 4Wealth Enhancement Advisory Services, LLC 4
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Charleston?
15 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Charleston, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 15 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Charleston?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 3 in Charleston by registered advisors; Morgan Stanley has the most, with 28.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Charleston?
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.