Howard MerrimanCRD Number: 332439
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Howard Merriman (CRD# 332439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 40 years of experience in the finance industry.
Fidelity Personal And Workplace Advisors
Securities Research, Inc.
Ubs Financial Services Inc.
|Bank Of America, N.a.||Providence, RI||Jul 2011 - Current||11|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Providence, RI||Mar 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1982|
|S65||NASAA Investment Advisors Law Examination||Aug 1992|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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