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Merrill Lynch Wealth Management

Addresses
101 California Street Ste 2100, San Francisco
101 California Street Ste 2100, San Francisco, CA 94111
114 W 47TH ST, NEW YORK, NY 10036
1152 15TH ST NW SUITE 6000, WASHINGTON, DC 20005
1371 N MNT AUBURN RD, CAPE GIRARDEAU, MO 63701
1375 E9TH STREET, CLEVELAND, OH 44114
2049 CENTURY PARK E 12TH FL, LOS ANGELES, CA 90067
2049 CENTURY PARK EAST 12TH FLOOR, LOS ANGELES, CA 90067
225 LIBERTY ST 38TH FLOOR, NEW YORK, NY 10281
250 MONROE AVE NW, GRAND RAPIDS, MI 49503
+3 more
Service
Brokerage
Total reported
$8,223,738
Website
Find website (990s don't list vendor websites; this searches DuckDuckGo)

Who paid them

YearOrganizationServiceLocationPaidFiling
2025KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$92,525view original ↗
2024BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$190,394view original ↗
2024NEW YORK COUNTY LAWYERS ASSOCIATIONINVESTMENT MANAGEMENT SERVICES NEW YORK, NY$152,024view original ↗
2024ALBERT ELLIS INSTITUTEINVESTMENT ADVISOR NEW YORK, NY$117,093view original ↗
2024KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$78,315view original ↗
2023BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$171,442view original ↗
2023ALBERT ELLIS INSTITUTEINVESTMENT ADVISOR NEW YORK, NY$126,127view original ↗
2023NEW YORK COUNTY LAWYERS ASSOCIATIONINVESTMENT MANAGEMENT SERVICES NEW YORK, NY$125,531view original ↗
2023KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$77,449view original ↗
2022BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$176,847view original ↗
2022ALBERT ELLIS INSTITUTEINVESTMENT ADVISOR NEW YORK, NY$121,794view original ↗
2022KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$79,730view original ↗
2021BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$198,542view original ↗
2021ALBERT ELLIS INSTITUTEINVESTMENT ADVISOR NEW YORK, NY$109,715view original ↗
2021KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$77,630view original ↗
2020BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$176,712view original ↗
2020KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$64,657view original ↗
2019ANDRE AGASSI FOUNDATION FOR EDUCATIONINVESTMENT ADVISORY LOS ANGELES, CA$542,546view original ↗
2019REAL ESTATE ROUNDTABLE INCINVESTMENT MANAGEMENT WASHINGTON, DC$358,177view original ↗
2019INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR BEDMINSTER, NJ$213,185view original ↗
2019BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$177,809view original ↗
2019KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$63,068view original ↗
2018ANDRE AGASSI FOUNDATION FOR EDUCATIONINVESTMENT ADVISORY LOS ANGELES, CA$577,562view original ↗
2018BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$184,682view original ↗
2018KATHRYN GOODMAN FOUNDATIONINVESTMENT MGMT CINCINNATI, OH$57,308view original ↗
2017ANDRE AGASSI FOUNDATION FOR EDUCATIONINVESTMENT ADVISORY LOS ANGELES, CA$550,949view original ↗
2017BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$184,763view original ↗
2017THE MEIJER FOUNDATIONINVESTMENT FEES GRAND RAPIDS, MI$119,208view original ↗
2017REINBERGER FOUNDATIONINVESTMENT CLEVELAND, OH$110,225view original ↗
2017JAMES LEE SORENSON FAMILY FOUNDATIONInvestment advice San Francisco, CA$88,024view original ↗
2016ANDRE AGASSI FOUNDATION FOR EDUCATIONINVESTMENT ADVISORY LOS ANGELES, CA$535,947view original ↗
2016JAMES LEE SORENSON FAMILY FOUNDATIONInvestment advice San Francisco, CA$193,218view original ↗
2016BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$178,805view original ↗
2015ANDRE AGASSI FOUNDATION FOR EDUCATIONINVESTMENT ADVISORY LOS ANGELES, CA$535,947view original ↗
2015JAMES LEE SORENSON FAMILY FOUNDATIONInvestment advice San Francisco, CA$204,070view original ↗
2015BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$158,319view original ↗
2014ANDRE AGASSI FOUNDATION FOR EDUCATIONINVESTMENT ADVISORY LOS ANGELES, CA$291,872view original ↗
2014JAMES LEE SORENSON FAMILY FOUNDATIONInvestment advice San Francisco, CA$230,078view original ↗
2014BEN AND MAYTEE FISCH FOUNDATIONBrokerage Tyler, TX$196,846view original ↗
2013JAMES LEE SORENSON FAMILY FOUNDATIONInvestment advice San Francisco$204,043view original ↗
2010SOUTHEAST MISSOURI UNIVERSITYINVESTMENT MGMT CAPE GIRARDEAU, MO$130,560view original ↗

Grouped by normalized name; different firms with identical names appear together. Check the addresses.