Merrill

E316129

Merrill is the wealth management and brokerage division of Bank of America, offering investment advice, financial planning, and related services to individual and institutional clients.

All labels observed (1)

Label Occurrences
Merrill canonical 4

How this entity was disambiguated

Statements (39)

Predicate Object
instanceOf brokerage firm ⓘ
wealth management division ⓘ
associatedWith Bank of America Merrill Lynch brand ⓘ
linked to: Merrill Lynch
brandOf Bank of America ⓘ
clientType individual clients ⓘ
institutional clients ⓘ
country United States ⓘ
focus investment strategy ⓘ
long-term financial planning ⓘ
retirement income planning ⓘ
formerName Merrill Lynch Wealth Management ⓘ
linked to: Merrill Lynch
hasParentOrganization Bank of America Corporation ⓘ
linked to: Bank of America
headquarteredIn United States ⓘ
industry brokerage ⓘ
financial services ⓘ
wealth management ⓘ
offers advisory accounts ⓘ
brokerage accounts ⓘ
full-service financial advisors ⓘ
managed investment accounts ⓘ
online investing platform ⓘ
operatesAs division of Bank of America ⓘ
parentCompany Bank of America ⓘ
regulatorJurisdiction U.S. securities regulators ⓘ
segment Global Wealth and Investment Management of Bank of America ⓘ
service brokerage services ⓘ
financial planning ⓘ
investment advice ⓘ
portfolio management ⓘ
research and market insights ⓘ
retirement planning ⓘ
trading services ⓘ
wealth management for individuals ⓘ
wealth management for institutions ⓘ
targetMarket high-net-worth individuals ⓘ
institutions ⓘ
mass affluent clients ⓘ
small businesses ⓘ
type subsidiary brand ⓘ

How these facts were elicited

Referenced by (4)

Full triples — surface form annotated when it differs from this entity's canonical label.