Merrill Lynch, Pierce, Fenner & Smith Incorporated

View SEC Summary
View SEC Summary

Assets Under Management

$1511.1B

Number of Clients

1,738,212

Number of Advisors

24628

Average Client AUM

$869K

AUM per Advisor

$61.4M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

The Merrill Lynch Fiduciary Advisory Services Program (FAS) offers non-discretionary or discretionary services to clients, helping Plan Sponsors construct and maintain an investment menu for their respective Plans. FAS includes investment menu design, investment policy statement (non-discretionary only), investment due diligence and recommendations, and periodic performance reporting. Designated Advisors provide initial and ongoing advice.

Fee Structure

The Program fee is based on the totality of the services and is negotiable depending on a number of factors.

View Full Brochure on SEC
Areas of Practice
Retirement Planning
Location

One Bryant Park, New York, NY, 10036

24628 Advisors at this firm

Ryan John Bowman
RB
Ryan John Bowman
Stephen C Poplaski
SP
Stephen C Poplaski
AH
Aairiona K Hayden-Ransom
AU
Aaron Andrew Ungerer
AO
Aaron a Osborn
AR
CFP
Aaron Benedict Romain
AG
Aaron Benjamin Ghelerter
AB
Aaron Blackburn
AB
Aaron Blackfelner
AC
Aaron Carter
AC
Aaron Chang
AC
Aaron Cole Clark
AC
Aaron Constante
AR
Aaron C Roehl
AW
Aaron Daniel Williamson
AT
Aaron Devon Thomas
AS
Aaron Edwin Smith
AF
Aaron Francis
AB
Aaron Frederick Berger
AG
Aaron Gaecke
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