Chassidy
Wynne
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Chassidy Wynne is a financial advisor based in Waco, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Chassidy has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Extraco Banks, Wells Fargo Institutional Retirement And Trust, Full-Time Student, Bbva Compass, Wells Fargo, Bath & Body Works, LLC, Texas Woman University, Tarleton State University, and Mclennan Community College. Chassidy has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Chassidy is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates in Waco, Texas. The firm has 3,779 offices and 33,689 employees. The firm manages assets totaling $1.5 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,511,090,925,436
33,689
3,085,811
$489,690
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Chassidy Wynne Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Texas Woman University
Tarleton State University
Extraco Banks
Bath & Body Works, LLC
Wells Fargo Institutional Retirement And Trust
Full-Time Student
Bbva Compass
Wells Fargo
Mclennan Community College
Disclosures
Please visit the SEC profile of Chassidy Wynne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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