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 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

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 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
Katrina Stump
Portland, OR
Mark Seitzer
Hot Springs National Park, AR
Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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