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 2

How this entity was disambiguated

Statements (39)

Predicate Object
instanceOf brokerage firm
wealth management division
associatedWith Merrill Lynch
surface form: Bank of America Merrill Lynch brand
brandOf Bank of America
clientType individual clients
institutional clients
country United States of America
surface form: United States
focus investment strategy
long-term financial planning
retirement income planning
formerName Merrill Lynch
surface form: Merrill Lynch Wealth Management
hasParentOrganization Bank of America
surface form: Bank of America Corporation
headquarteredIn United States of America
surface form: 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 (2)

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