Donald
Sketchley

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4993498
Investment Advisor
in Keller, TX

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About this Advisor

Donald Sketchley is a financial advisor based in Keller, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Donald has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Jp Morgan Securities LLC, Sketchley Properties LLC, American United Life, Oneamerica Securities, Nylife Securities LLC, New York Life Insurance Company, The Prudential Insurance Company Of America, Pruco Securities, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Donald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Donald is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Keller, Texas. 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 63, 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

1440 Keller Pkwy
Keller, TX 76248

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

TX Average: 88
Total Number of Accounts

2,911,578

TX Average: 3,892
Average Account Size

$436,737

TX 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

Donald Sketchley Work History

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2021 - Present (3 years)

Pruco Securities

2021 - 2022 (1 year)

The Prudential Insurance Company Of America

2020 - 2021 (1 year)

Nylife Securities LLC

2020 - 2021 (1 year)

New York Life Insurance Company

2019 - 2020 (1 year)

American United Life

2019 - 2020 (1 year)

Oneamerica Securities

2016 - 2018 (2 years)

Jp Morgan Securities LLC

2015 - 2016 (1 year)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Thrivent Financial For Lutherans

2013 - 2019 (6 years)

Sketchley Properties LLC

2010 - 2015 (5 years)

Thrivent Investment Management Inc

2010 - 2015 (5 years)

Thrivent Financial For Lutherans

Disclosures

Please visit the SEC profile of Donald Sketchley 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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Szymon Czulak
Chicago, IL
Houry Kachadorian
Vienna, VA
Christopher Norkus
Annapolis, MD
Emily Grace
Washington, DC
Jose Escobar
Houston, TX
David Shams
Denver, CO
Yanni Chan
Ontario, CA

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