Martin
Mcnamara

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#837010
Investment Advisor
in New York, NY
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About this Advisor

Martin Mcnamara is an advisor who is based in New York, New York. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Mcnamara has a notable 42 years of professional experience in the financial advisory industry. Mcnamara maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Mcnamara is able to work with clients in Florida. During their career, the advisor has held roles at Bank Of America, Na and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is located in New York, New York, and operates out of 2,958 additional offices throughout the United States. As a registered advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

42 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

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NY Average: 88
Total Number of Accounts

2,272,151

NY Average: 3,892
Average Account Size

$360,815

NY 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

Martin Mcnamara Work History

Martin has 42 years of experience.

2009 - Present (10 years)

Bank Of America,Na

1976 - Present (43 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Martin Mcnamara has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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