Michael
Mcgill

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4728513
Investment Advisor
in Utica, NY

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About this Advisor

Michael Mcgill is a financial advisor operating in Utica, New York with 2 years of relevant experience. Mcgill is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Mcgill has worked at Merrill Lynch and Bank Of America, Na. Mcgill holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in total assets across its 2,864,234 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets. 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 fee schedules usually are based on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

102 Business Park Dr
Utica, NY 13502

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NY Average: 88
Total Number of Accounts

2,864,234

NY Average: 3,892
Average Account Size

$381,844

NY 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

Michael Mcgill Work History

Michael has been registered as a financial advisor for 2 years.*

2010 - Present (14 years)

Merrill Lynch

2010 - Present (14 years)

Bank Of America, Na

*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 Michael Mcgill 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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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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