Bank of America Merrill Lynch
Merrill Lynch, Pierce, Fenner & Smith is a wealth manager type of firm located in NY, US. The firm offers services such as goal funding analysis, retirement income planning, and asset allocation recommendation.
Bank of America Merrill Lynch
Merrill Lynch, Pierce, Fenner & Smith is a wealth manager type of firm located in NY, US. The firm offers services such as goal funding analysis, retirement income planning, and asset allocation recommendation. It provides services including retirement tax illustration and Merrill managed accounts.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
AUM
—
Location
Region
—
Country
—
City
Brentwood
Corporate office
One Bryant Park
Frequently asked questions
What is Bank of America Merrill Lynch?
Bank of America Merrill Lynch is a bank / wealth / trust headquartered in Brentwood.
When was Bank of America Merrill Lynch founded?
Bank of America Merrill Lynch was founded in 2010.
Where is Bank of America Merrill Lynch headquartered?
Bank of America Merrill Lynch is headquartered in Brentwood.
What does Altss track for Bank of America Merrill Lynch?
Altss maintains an OSINT-verified profile of Bank of America Merrill Lynch covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Bank of America Merrill Lynch's website?
Bank of America Merrill Lynch's public website is www.ml.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bank of America Merrill Lynch?
Bank of America Merrill Lynch is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Bank of America Merrill Lynch?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Bank of America Merrill Lynch?
Bank of America Merrill Lynch's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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