Sean
Tully
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Sean Tully is a financial advisor who works in Commack, New York. Tully is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, United States Marine Corps Reserve, Greenlawn Fire Department, Greenlawn Fire District, Nag'S Head Ale House, Sno Haus, Harborfields Central School District, Maximum Security, Binghamton University, Vector Marketing, Harborfields High School, Huntington Beach Community Association, Oldfield Middle School, Norwich University Online Master Program and Bank Of America N.A. Tully maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New York. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It oversees $1 trillion in assets under management between its 2,864,234 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number 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 advisory fee schedules depend on which services the firm provides the client. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Sean Tully Work History
Sean has been registered as a financial advisor for 0 years.*
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Greenlawn Fire District
Greenlawn Fire Department
United States Marine Corps Reserve
Nag'S Head Ale House
Sno Haus
Harborfields Central School District
Norwich University Online Master Program
Maximum Security
Vector Marketing
Binghamton University
Huntington Beach Community Association
Harborfields High School
Oldfield Middle School
*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 Sean Tully 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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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.
