Marnie
Maclaren

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4339264
Investment Advisor
in Clearwater, FL

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About this Advisor

Marnie Maclaren is a financial advisor who works in Clearwater, Florida with 22 years of relevant experience. Maclaren is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. They have spent their complete time as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Maclaren holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in assets among its 2,864,234 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a diverse set of services, including 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 fees typically are based on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

22 years

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

Office Location

26301 Us Hwy 19 N Division - Southeast
Clearwater, FL 33761

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL Average: $1,917,921

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

Marnie Maclaren Work History

Marnie has been registered as a financial advisor for 22 years.*

2000 - Present (24 years)

Merrill Lynch,Pierce,Fenner&Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marnie Maclaren 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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