Tammy
Gilmartin

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6692478
Investment Advisor
in Portsmouth, NH

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About this Advisor

Tammy Gilmartin is a financial advisor who works out of Portsmouth, New Hampshire. Gilmartin currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Edward Jones, Briixham Montessori Friends School, Port City Nissan, Beach Lobster House, Robert Half International, Optima Bank & Trust, Great East Title, Red Door Title, Stage Neck Inn, Anchorage Motor Inn, Annie Grafics, Prescott Park Arts Festival, N.W. Barrett Gallery, Fidelity Brokerage Services LLC, United Parcel Service, Hannaford Bros Co And Subsidiaries, Daffodil Enterprises Of Nh, Inc, Morgan Stanley, Eddie Bauer, Warner'S Hallmark, Papa Gerry'S LLC, Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Hazel Boutique and Bank Of America, N.A. Gilmartin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Hampshire and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It administers $1 trillion in assets among its 2,864,234 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide range 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 fees largely depend on which service is offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

100 Market St
Portsmouth, NH 03801

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NH Average: 88
Total Number of Accounts

2,864,234

NH Average: 3,892
Average Account Size

$381,844

NH 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

Tammy Gilmartin Work History

Tammy has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2022 (< 1 year)

Hazel Boutique

2021 - 2021 (< 1 year)

Morgan Stanley

2021 - 2022 (1 year)

Morgan Stanley Private Bank, N.A

2020 - 2021 (1 year)

Fidelity Brokerage Services LLC

2019 - 2019 (< 1 year)

Edward Jones

2019 - 2019 (< 1 year)

N.W. Barrett Gallery

2019 - 2019 (< 1 year)

Eddie Bauer

2019 - 2019 (< 1 year)

Warner'S Hallmark

2018 - 2019 (1 year)

Briixham Montessori Friends School

2018 - 2018 (< 1 year)

Port City Nissan

2018 - 2018 (< 1 year)

Beach Lobster House

2017 - 2017 (< 1 year)

Optima Bank & Trust

2016 - 2017 (1 year)

Great East Title

2016 - 2016 (< 1 year)

Red Door Title

2016 - 2016 (< 1 year)

Stage Neck Inn

2016 - 2016 (< 1 year)

Anchorage Motor Inn

2016 - 2016 (< 1 year)

United Parcel Service

2016 - 2016 (< 1 year)

Daffodil Enterprises Of Nh, Inc

2015 - 2015 (< 1 year)

Hannaford Bros Co And Subsidiaries

2015 - 2015 (< 1 year)

Papa Gerry'S LLC

2014 - 2015 (1 year)

Annie Grafics

2013 - 2013 (< 1 year)

Prescott Park Arts Festival

2011 - 2018 (7 years)

Robert Half International

*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 Tammy Gilmartin 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
Shiekh Saifuddin
Bridgewater, NJ
Roger Glasgow
Chevy Chase, MD
Richard Buckley
Franklin, MA
Anthony Bushman
Rochester, MN
John Busta
Jacksonville, FL
Mark Wierda
Jacksonville, FL
Thomas Theodore
Lincoln, RI

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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