Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Luciana Allam is a financial advisor working in Atlanta, Georgia, who has 22 years of work experience. Allam is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. They have worked at Merrill Lynch, Pierce, Fenner & Smith Inc for the entirety of their career. Allam holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm headquartered in Atlanta, Georgia. It has offices in 3,374 locations and a total of 34,906 employees. It handles $1 trillion in assets across its 2,825,602 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 5,339 charities and foundations. Of its 2,825,602 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a diverse range 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 fees typically vary depending on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Luciana Allam Work History
Luciana has 22 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Luciana Allam has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New Caney, TX
Newport News, VA
New York, NY
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 email@example.com.
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