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 operating out of Chandler, Arizona. Gallagher is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent the entirety of their employment at Merrill Lynch, Pierce, Fenner & Smith Inc. Gallagher maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and is registered to advise clients in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in Chandler, Arizona. The company has offices in 2,958 locations and a total of 40,146 financial advisors. It handles $820 billion in assets under management between its 2,272,151 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

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 W Chandler Blvd Merrill Edge Self Directed Sales
Chandler, AZ 85224

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

AZ Average: 88
Total Number of Accounts

2,472,247

AZ Average: 3,892
Average Account Size

$322,494

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
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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