Yulia
Mcveigh

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6021174
Investment Advisor
in Boston, MA
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About this Advisor

Yulia Mcveigh is a financial advisor who works in Boston, Massachusetts, with a total of 10 years of professional experience. Mcveigh is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Thunderbird School Of Global Management, Merrill Lynch, Pierce, Fenner And Smith Inc, Hilti Distribution and Bank Of America, N.A. Mcveigh maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Connecticut, Texas and New Jersey. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business based out of Boston, Massachusetts. It has offices in 2,958 locations and a total of 40,146 employees. It administers $820 billion in assets between its 2,272,151 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 4,667 charities and foundations. Of its 2,272,151 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number of services, such as financial planning services, 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 fee schedules largely depend on the type of services offered. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

100 Federal St Merrill Edge Supervision
Boston, MA 02110

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

MA Average: 88
Total Number of Accounts

2,272,151

MA Average: 3,892
Average Account Size

$360,815

MA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Yulia Mcveigh Work History

Yulia has 10 years of experience.

2012 - Present (7 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - Present (7 years)

Bank Of America, N.A

2011 - 2012 (1 years)

Hilti Distribution

2009 - 2011 (2 years)

Thunderbird School Of Global Management

2008 - 2010 (2 years)

Thunderbird School Of Global Management

Disclosures

Yulia Mcveigh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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