Merrill Lynch, Pierce, Fenner & Smith Inc
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
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.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New York, NY
Vero Beach, FL
Holly Springs, NC
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.