Michael
Mcgowan

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2416558
Investment Advisor
in New York, NY
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About this Advisor

Michael Mcgowan is a financial advisor located in New York, New York. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated an impressive 25 years of professional experience as a financial advisor. Mcgowan holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Mcgowan can advise investors in Maryland. Mcgowan has worked their complete career at 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 locations in the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

Michael Mcgowan Work History

Michael has 25 years of experience.

1993 - Present (26 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Michael Mcgowan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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