Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD# 7691) is a financial advisory firm headquartered in New York, NY. They manage $1,283,837,699,073 in 2,825,602 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management1,283,838MILLION
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Total Number of Accounts2,825,602ACCOUNTS
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Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk Management from the American College in Bryn Mawr, Pennsylvania, completed graduate course work at the University of Chicago Booth School of Business in Investment Management and Analysis, and completed the Certified Portfolio Manager, CPM® curriculum through Columbia University.
He oversees portfolio management for the Biedrycki Sullivan Vaughan group.
Scott A'hearn (CRD# 5202152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 15 years of experience in the finance industry.
Mostafa Aamer (CRD# 4125056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dayton, NJ and has over 11 years of experience in the finance industry.
Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 21 years of experience in the finance industry.
Raul Aballi (CRD# 1622075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 35 years of experience in the finance industry.
Joni Abalos (CRD# 2700256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 25 years of experience in the finance industry.
Jemuel Abarientos (CRD# 4876819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hemet, CA and has over 5 years of experience in the finance industry.
Ashley Abate (CRD# 6506817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 5 years of experience in the finance industry.
Constante Abaya (CRD# 2485305) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 12 years of experience in the finance industry.
Ali Abbas (CRD# 5870573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 11 years of experience in the finance industry.