Merrill Lynch, Pierce, Fenner & Smith Inc

Investment Advisor
in Cary, NC

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About this Advisor

Emily Lowery is a financial advisor who works out of Cary, North Carolina who has 2 years of industry experience. Lowery is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T, Victoria Secret, Us Navy, Democratic Party Of Nc, Friends Cafe, Schooling, Unc Chapel Hill and Bank Of America, N.A. Lowery holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It oversees $1 trillion in assets between its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a broad array 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some 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

317 Colonades Way
Cary, NC 27518

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management


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


NC Average: 88
Total Number of Accounts


NC Average: 3,892
Average Account Size


NC 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

Emily Lowery Work History

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

2021 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (2 years)

Bank Of America, N.A

2020 - 2021 (1 year)


2019 - 2020 (1 year)

Victoria Secret

2019 - 2019 (< 1 year)

Us Navy

2018 - 2019 (1 year)

Victoria Secret

2018 - 2018 (< 1 year)

Democratic Party Of Nc

2017 - 2018 (1 year)

Unc Chapel Hill

2015 - 2017 (2 years)

Friends Cafe

2011 - 2015 (4 years)


*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.


Please visit the SEC profile of Emily Lowery 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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