Pamela
Castellano
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Pamela Castellano is a financial advisor based in Lubbock, Texas with a total of 26 years of industry experience. Castellano works at Merrill Lynch, Pierce, Fenner & Smith Inc. Castellano has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Merrill Lynch. Castellano holds a Series 63 license, designating them as a securities agent, and is registered to advise clients in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in assets among its 2,864,234 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice are based on the services. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Pamela Castellano Work History
Pamela has been registered as a financial advisor for 26 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pamela Castellano 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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