Hillary
Feeney

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7157117
Investment Advisor
in Middletown, RI

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About this Advisor

Hillary Feeney is a financial advisor based in Middletown, Rhode Island, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Hillary has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Capital Good Fund, Officeteam, Unap Rih Education Fund And Stepping Up Program, Brown University, and Governor's Workforce Board Of Rhode Island. Hillary has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Hillary is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Middletown, Rhode Island. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

530 E Main Rd
Middletown, RI 02842

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

RI Average: 88
Total Number of Accounts

2,911,578

RI Average: 3,892
Average Account Size

$436,737

RI Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Hillary Feeney Work History

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (5 years)

Bank Of America, N.A

2016 - 2019 (3 years)

Capital Good Fund

2016 - 2016 (< 1 year)

Officeteam

2015 - 2016 (1 year)

Unap Rih Education Fund And Stepping Up Program

2014 - 2015 (1 year)

Brown University

2013 - 2014 (1 year)

Governor'S Workforce Board Of Rhode Island

Disclosures

Please visit the SEC profile of Hillary Feeney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Terry Freeman
Lebanon, TN
Roman Coronado
Austin, TX
Benjamin Beauharnais
Fort Lauderdale, FL
Audrey Abergel
Fort Worth, TX
Minjie Jiang
Staten Island, NY
Gregory Winslow
Lincoln, RI
Bailee Tierney
Williamsburg, VA

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