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Joshua Harrelson, financial advisor Port Saint Lucie FL

Joshua Harrelson

CRD Number: 7386759
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joshua Harrelson (CRD# 7386759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Saint Lucie, FL and has over 2 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Port Saint Lucie, FL Sep 2015 - Current 8
Wells Fargo Bank Na Port St. Lucie, FL Apr 2014 - Sep 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Joshua Harrelson
1601 Nw Saint Lucie West Blvd, Port Saint Lucie, FL 34986
Phone Number: 800-637-7455
Firm Website: http://www.merrilledge.com/guided-investing
Registered State(s):
  • FL
  • TX
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Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
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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