MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED - Financial Advisor in New York, New York

Tel: 800-637-7455 One Bryant Park New York, New York 10036

About MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is a New York, New York based financial advisory firm with nearly $1,271,593,679,276 in assets under management and provides investment advisory services for 2911578 clients. There are currently 34934 financial advisors at the firm.

General Information

Firm CRD#:

7691

Firm SEC#:

801-14235

Assets Under Management:

$1,271,593,679,276

No. of Clients:

2911578

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D)

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