AdvisorCensus / Financial advisors / California / San Francisco, CA / Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial advisors in San Francisco, CA using Merrill Lynch, Pierce, Fenner & Smith Incorporated
3 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Merrill Lynch, Pierce, Fenner & Smith Incorporated as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cable CAR Capital, LP | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Guardian Investment Management | Tiburon | SEC-registered investment adviser | $100 million to $500 million |
| Stamos Capital Partners, L.P. | Menlo Park | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Merrill Lynch, Pierce, Fenner & Smith Incorporated nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using Merrill Lynch, Pierce, Fenner & Smith Incorporated. https://advisorcensus.com/advisors/ca/san-francisco/custodians/merrill-lynch-pierce-fenner-smith-incorporated https://advisorcensus.com/advisors/ca/san-francisco/custodians/merrill-lynch-pierce-fenner-smith-incorporated