Roger
Glasgow

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2274426
Investment Advisor
in Chevy Chase, MD

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About this Advisor

Roger Glasgow is a financial advisor operating in Chevy Chase, Maryland who has 10 years of industry experience. Glasgow is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Glasgow has worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Glasgow maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in District Of Columbia, Maryland, Texas and Virginia. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It has $1 trillion in total assets between its 2,864,234 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets. The company provides 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. A financial advisor's fees typically depend on the type of services offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

5550 Friendship Blvd
Chevy Chase, MD 20815

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MD Average: 88
Total Number of Accounts

2,864,234

MD Average: 3,892
Average Account Size

$381,844

MD 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

Roger Glasgow Work History

Roger has been registered as a financial advisor for 10 years.*

2014 - Present (10 years)

Bank Of America, N.A

2013 - Present (11 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 Roger Glasgow 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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Angela Hansen
New York, NY
Amy Sorge
New York, NY
Eva Fernandez
Virginia Beach, VA
Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Thomas Theodore
Lincoln, RI
Roger Glasgow
Chevy Chase, MD

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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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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