AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial advisors in Boston, MA using Merrill Lynch, Pierce, Fenner & Smith Incorporated
3 SEC-registered investment advisory firms headquartered in the Boston, MA 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 |
|---|---|---|---|
| GW&K Investment Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Putnam Investment Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Sandia Investment Management LP | Boston | SEC-registered investment adviser | $500 million to $1 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 Boston, MA using Merrill Lynch, Pierce, Fenner & Smith Incorporated. https://advisorcensus.com/advisors/ma/boston/custodians/merrill-lynch-pierce-fenner-smith-incorporated https://advisorcensus.com/advisors/ma/boston/custodians/merrill-lynch-pierce-fenner-smith-incorporated