Gregory
Lutfy
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Gregory Lutfy is a financial advisor based in Middletown, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York, Pennsylvania, and Texas. Currently, Gregory is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Middletown, New York. 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
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Gregory Lutfy Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Gregory Lutfy 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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