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 working in Chandler, Arizona. Gallagher is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. They have worked at Merrill Lynch, Pierce, Fenner & Smith Inc for the entirety of their career. Gallagher maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in California. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in Chandler, Arizona. The investment advisory business has offices in 3,374 locations and a total of 34,906 financial advisors. It administers $1 trillion in total assets across its 2,825,602 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 5,339 charitable organizations. Of its 2,825,602 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a broad set 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. A financial advisor's fee schedules largely vary depending on which services are provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

less than 1 year

Services Offered

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

No

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

$1,283,837,699,073

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

34,906

AZ Average: 88
Total Number of Accounts

2,825,602

AZ Average: 3,892
Average Account Size

$454,359

AZ Average: $1,917,921

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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

Disclosures

Katelyn Gallagher has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Regis Rodrigues
New Caney, TX
Robert Thomas
Mckinney, TX
Lisa Adamonis Pile
Newport News, VA
Sharif Charles
Washington, DC
Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
Nashville, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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