Trinh Jermyn, financial advisor Greenwich CT

Trinh Jermyn

CRD Number: 2375471
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Trinh Jermyn (CRD# 2375471) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 30 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Greenwich CT
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Anthony Leonardi, financial advisor Greenwich CT
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Similar Advisors
Deva Panambur,  CFA®, CFP®, financial advisor Greenwich CT
Deva Panambur, CFA®, CFP®
CRD# 4632189
Sarsi, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Oct 2009 - Current 14
Bank Of America, N.a. New York, NY Jan 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Trinh D. Jermyn
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.