Donald
Stegall
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Donald Stegall is a financial advisor based in Rehoboth Beach, Delaware, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Donald has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Donald has passed the Series 66 regulatory exam and is registered to provide services in Delaware and Texas. Currently, Donald is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Rehoboth Beach, Delaware. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Donald Stegall Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Donald Stegall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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