Mei
Leung Dow

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7158622
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Mei Leung Dow is a financial advisor operating out of Shrewsbury, Massachusetts with a total of 4 years of relevant experience. Leung Dow is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Leung Dow holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in assets under management between its 2,864,234 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number 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. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

188 Boston Tpke
Shrewsbury, MA 01545

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MA Average: 88
Total Number of Accounts

2,864,234

MA Average: 3,892
Average Account Size

$381,844

MA 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

Mei Leung Dow Work History

Mei has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bank Of America, N.A

2006 - Present (18 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2019 (3 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Bank Of America, N.A

*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 Mei Leung Dow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Washington, DC
Amy Sorge
New York, NY
Thanh Le
Dallas, TX
Thomas Theodore
Lincoln, RI
William Edgar
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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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