Meredith
Mcdaniel
Terry Mcdaniel & Company
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About this Advisor
Meredith Mcdaniel is a chartered financial analyst based out of Austin, Texas, who has 10 years of relevant experience. Mcdaniel works at Terry Mcdaniel & Company. They have spent their complete employment at Terry Mcdaniel & Company. Mcdaniel is registered to work in Texas. Terry Mcdaniel & Company is a business based in Austin, TX. It administers $1 billion in assets under management among its 355 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 355 accounts, 64% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides portfolio management for individuals and small businesses. Financial management fees vary depending on which services are offered. Fees charged by Terry Mcdaniel & Company typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Terry Mcdaniel & Company Brokerage Details
$1,377,810,556
13
355
$3,881,156
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Meredith Mcdaniel Work History
Meredith has been registered as a financial advisor for 10 years.*
Terry Mcdaniel & Company
*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.
Disclosures
Please visit the SEC profile of Meredith Mcdaniel 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 Terry Mcdaniel & Company
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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