Michael Anderson, financial advisor Glendale CA

Michael Anderson

CRD Number: 5085324
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Anderson (CRD# 5085324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glendale, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Altadena, CA Apr 2017 - Current 4
Bank Of America, N.a. Altadena, CA Apr 2017 - Current 4
Unemployed Sandy, UT Sep 2016 - Apr 2017 < 1
Wells Fargo Advisors, LLC Salt Lake City, UT Mar 2016 - Sep 2016 < 1
Scottrade, Inc. Salt Lake City, UT May 2013 - Mar 2016 2
Unemployed Sandy, UT Jan 2013 - May 2013 < 1
Rbs Securities Inc. Stamford, CT Aug 2012 - Feb 2013 < 1
Wells Fargo Advisors LLC Salt Lake City, UT Jan 2011 - Aug 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Michael C. Anderson
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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

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