H
Connell

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1191248
Investment Advisor
in Dover, DE

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About this Advisor

H Connell is a financial advisor based in Dover, Delaware, working with Merrill Lynch, Pierce, Fenner & Smith Inc. H Connell has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America Na. H Connell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Texas. Currently, H Connell is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Dover, 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

55 Kings Hwy
Dover, DE 19901

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

DE Average: 88
Total Number of Accounts

2,911,578

DE Average: 3,892
Average Account Size

$436,737

DE Average: $1,917,921

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

H Connell Work History

2011 - Present (13 years)

Bank Of America Na

1994 - Present (30 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of H Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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

Katelyn Gallagher
Scottsdale, AZ
Ashley Gilday
Southlake, TX
Matthew O'Connell
Hingham, MA
Gregory Winslow
Lincoln, RI
Cody Mcdonald
Reno, NV
Terry Freeman
Lebanon, TN
Dillan Koehler
Roseville, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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