AdvisorCensus / Financial advisors / Florida / Miami, FL / Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial advisors in Miami, FL using Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 SEC-registered investment advisory firms headquartered in the Miami, FL 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 |
|---|---|---|---|
| Bassam Wealth Management, LLC | Palm Beach | SEC-registered investment adviser | $100 million to $500 million |
| Bice Wealth Management LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Global Kandor Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Beyond Wealth LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Lifeinvest Wealth Management, Ltd | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Meridiana | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Pinetree Advisors Corp. | Miami | SEC-registered investment adviser | $100 million to $500 million |
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 Miami, FL using Merrill Lynch, Pierce, Fenner & Smith Incorporated. https://advisorcensus.com/advisors/fl/miami/custodians/merrill-lynch-pierce-fenner-smith-incorporated https://advisorcensus.com/advisors/fl/miami/custodians/merrill-lynch-pierce-fenner-smith-incorporated