About this location
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED offers pension consulting services, portfolio management for businesses, selection of other advisers, portfolio management for individuals and/or small businesses, other services, portfolio management for pooled investment vehicles and also performs business activities as insurance broker or agent, bank, broker-dealer.
Time in Business
No submission
Total Assets Under Management
$1,283,837,699,073
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
A percentage of assets under management
Commissions
Fixed fees
Advisors at This Location
Kwong Chan
More InfoMore Offices Nearby
Merrill Lynch Pierce Fenner Smith Incorporated
20563 Stevens Creek Boulevard
Cupertino CA 95014
More InfoMerrill Lynch Pierce Fenner Smith Incorporated
1660 South De Anza Boulevard
San Jose CA 95129
More InfoMerrill Lynch Pierce Fenner Smith Incorporated
560 South Winchester Boulevard
San Jose CA 95128
More Info