Amrita McSharry, financial advisor Anchorage AK

Amrita McSharry

CRD Number: 5170689
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Amrita McSharry (CRD# 5170689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Anchorage, AR Jun 2015 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage, AK Apr 2015 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Morgan Stanley Anchorage, AK Nov 2013 - Apr 2015 1
The Jewelry Cache Anchorage, AK Feb 2001 - Nov 2013 12
Morgan Stanley & Company, Incorporated Anchorage, AK Apr 2007 - Nov 2007 < 1
Morgan Stanley Dw, Inc. Anchorage, AK Jun 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Amrita M. McSharry
Phone Number: 800-637-7455
Registered State(s):
  • AK
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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