Luciana
Allam

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4271334
Investment Advisor
in Atlanta, GA

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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

Series 66

Years of Experience

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

Disclosures

No

Office Location

3455 Peachtree Rd Ne Pbig - Southeast
Atlanta, GA 30326

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,283,837,699,073

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

34,906

GA Average: 88
Total Number of Accounts

2,825,602

GA Average: 3,892
Average Account Size

$454,359

GA Average: $1,917,921

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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
  • Other

Luciana Allam Work History

Luciana has 22 years of experience.

2000 - Present (23 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Luciana Allam has no disclosures.

Please visit their SEC profile for more details.

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Robert Thomas
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Lisa Adamonis Pile
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Sharif Charles
Washington, DC
Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
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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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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