Fatma
Awadalla

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7178754
Investment Advisor
in Orland Park, IL

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About this Advisor

Fatma Awadalla is a financial advisor based in Orland Park, Illinois, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Fatma has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Forever 21, Help At Home, Gap, Moraine Valley Community College, Aden Learning Center, School District 135, Kirby School District 140, Illinois Department Of Human Services, Pink, Tcf Bank, School District 146, Arbor School District 145, Instacart, Shipt, Doordash, Grubhub, Amazon Flex, Cairo American International School, Macy's, and Banana Republic. Fatma has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Fatma is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Orland Park, Illinois. 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 66

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

15862 S La Grange Rd
Orland Park, IL 60462

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

IL Average: 88
Total Number of Accounts

2,911,578

IL Average: 3,892
Average Account Size

$436,737

IL 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

Fatma Awadalla Work History

2020 - Present (4 years)

Instacart

2020 - Present (4 years)

Shipt

2020 - Present (4 years)

Doordash

2020 - Present (4 years)

Grubhub

2020 - Present (4 years)

Amazon Flex

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (5 years)

Bank Of America, N.A

2019 - Present (5 years)

Arbor School District 145

2018 - Present (6 years)

School District 135

2018 - Present (6 years)

Illinois Department Of Human Services

2018 - Present (6 years)

School District 146

2018 - 2018 (< 1 year)

Kirby School District 140

2018 - 2018 (< 1 year)

Pink

2018 - 2019 (1 year)

Tcf Bank

2017 - 2018 (1 year)

Moraine Valley Community College

2017 - 2018 (1 year)

Aden Learning Center

2016 - 2017 (1 year)

Help At Home

2016 - 2018 (2 years)

Gap

2016 - 2016 (< 1 year)

Macy'S

2016 - 2018 (2 years)

Banana Republic

2015 - 2017 (2 years)

Forever 21

2009 - 2015 (6 years)

Cairo American International School

Disclosures

Please visit the SEC profile of Fatma Awadalla 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

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Scottsdale, AZ
Steven Marroquin
Los Angeles, CA
Frank Alexander
Rockville, MD
Cheryl Bonomo
New York, NY
Matthew Lebowski
Englewood, CO
Casey Edwards
New York, NY

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