Katelyn
Gallagher

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6253426
Investment Advisor
in Chandler, AZ

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About this Advisor

Katelyn Gallagher is a financial advisor who works in Chandler, Arizona. Gallagher works at Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent all of their career at Merrill Lynch, Pierce, Fenner & Smith Inc. Gallagher has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating out of Chandler, Arizona. The investment advisory business has offices in 3,270 locations and a total of 36,383 employees. It has $962 billion in assets across its 2,529,169 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 4,927 charitable organizations. Of its 2,529,169 accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a diverse assortment of services, such as 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. Financial advisory fees largely vary depending on which service is provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

less than 1 year

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2555-2595 W Chandler Blvd Me-Merrill Edge Relationship Management
Chandler, AZ 85224

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

AZ Average: $7,464,549,021
Total Number of Employees

36,383

AZ Average: 88
Total Number of Accounts

2,529,169

AZ Average: 3,892
Average Account Size

$380,383

AZ Average: $1,917,921

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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
  • Other

Disclosures

Katelyn Gallagher has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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