Benjamin Bishop, financial advisor Monterey CA

Benjamin Bishop

CRD Number: 6767815
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Benjamin Bishop (CRD# 6767815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Carmel, CA Jun 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel, CA Mar 2017 - Current 7
North Monterey Unified School District Moss Landing, CA Nov 2016 - Mar 2017 < 1
Monterey Peninsula College Monterey, CA Aug 2016 - Mar 2017 < 1
Unemployed Carmel, CA May 2016 - Aug 2016 < 1
Humboldt State University Arcata, CA Jan 2016 - May 2016 < 1
Humboldt State University Arcata, CA Aug 2015 - Dec 2015 < 1
Environmental Services For The City Of Arcata Arcata, CA Jun 2015 - Sep 2015 < 1
Arcata Community Pool Arcata, CA Feb 2014 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Benjamin H. Bishop
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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