Madeline
Harr

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6743480
Investment Advisor
in Atlanta, GA

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About this Advisor

Madeline Harr is a financial advisor based in Atlanta, Georgia, with 14 years of experience as a financial advisor. Harr is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Harr has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Georgia Institute Of Technology, The Home Depot, Federal Home Loan Bank Of Atlanta, Gainesville City Schools and Bank Of America, N.A. Harr maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 3,374 locations and a total of 34,906 people on staff. It has $1 trillion in total assets across its 2,825,602 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number 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 fee schedules largely vary depending on which service is offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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
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

Madeline Harr Work History

Madeline has 14 years of experience.

2018 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (5 years)

Bank Of America, N.A

2017 - 2017 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

The Home Depot

2016 - 2016 (< 1 year)

Federal Home Loan Bank Of Atlanta

2014 - 2018 (4 years)

Georgia Institute Of Technology

2008 - 2014 (6 years)

Gainesville City Schools

Disclosures

Madeline Harr has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Regis Rodrigues
New Caney, TX
Robert Thomas
Mckinney, TX
Lisa Adamonis Pile
Newport News, VA
Sharif Charles
Washington, DC
Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
Nashville, TN

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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