Timothy
Mc Ghee

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#726596
Investment Advisor
in New York, NY
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About this Advisor

Timothy Mc Ghee is a financial advisor located in New York, New York. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Mc Ghee has an impressive 38 years of professional experience in the financial advisory industry. Mc Ghee holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mc Ghee can serve customers in Pennsylvania. Mc Ghee has worked their entire career at Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of New York, New York, and operates out of 2,958 brick-and-mortar locations across the United States. As a registered investment firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc provides 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

38 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

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

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

Timothy Mc Ghee Work History

Timothy has 38 years of experience.

1980 - Present (39 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Timothy Mc Ghee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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