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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 5 years, 8 months Aug 2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 8 years, 3 months Jan 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatedwilkes-Barre, Pa 8 years, 3 months Jan 2012 - Present
Citizens Bank of Pennsylvania 5 months Aug 2011 - Jan 2012
Citizens Bank of Pennsylvania 2 years, 1 month Jul 2009 - Aug 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Mandie Jordan

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 4, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on March 23, 2020
    • $962.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3M
      Accounts
    • $380.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions