Yulia
Mcveigh

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6021174
Investment Advisor
in New York, NY

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About this Advisor

Yulia Mcveigh is an investment advisor in New York, New York. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Mcveigh has 11 years of professional experience. Mcveigh holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Mcveigh can advise customers in Connecticut, New Jersey and Texas. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner And Smith Inc, Hilti Distribution, Thunderbird School Of Global Management and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of New York, New York, and operates out of 3,132 additional brick-and-mortar locations in the country. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $797 billion in assets dispersed across 2,472,247 client accounts and retains more than 41,217 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 797,993 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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 66

Years of Experience

12 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

50 Rockefeller Plaza
New York, NY 10020

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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

Yulia Mcveigh Work History

Yulia has 12 years of experience.

2012 - Present (8 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - Present (8 years)

Bank Of America, N.A

2011 - 2012 (1 year)

Hilti Distribution

2009 - 2011 (2 years)

Thunderbird School Of Global Management

2008 - 2010 (2 years)

Thunderbird School Of Global Management

Disclosures

Yulia Mcveigh has no disclosures.

Please visit their SEC profile for more details.

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Chandler, AZ
Katrina Stump
Portland, OR
Mark Seitzer
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Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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