Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Katelyn Gallagher is a financial advisor based out of Chandler, Arizona. Gallagher currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. They have worked at Merrill Lynch, Pierce, Fenner & Smith Inc for their whole career. Gallagher holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in Chandler, Arizona. The investment advisory business has offices in 3,132 locations and a total of 41,217 people on staff. It controls $797 billion in assets under management between its 2,472,247 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 4,898 charitable organizations. Of its 2,472,247 client accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, 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 charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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Investment Advisory Services
- Financial planning 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
Katelyn Gallagher has disclosures.
Please visit their SEC profile for more details.
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