Cole Allsopp, financial advisor Annapolis MD

Cole Allsopp

CRD Number: 6561934
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cole Allsopp (CRD# 6561934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Annapolis, MD Nov 2015 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis, MD Sep 2015 - Current 5
Severn Sailing Association Annapolis, MD Sep 2012 - Aug 2015 2
Extended Travel Annapolis, MD May 2012 - Sep 2012 < 1
Severn Sailing Association Annapolis, MD Mar 2012 - May 2012 < 1
Unemployed Annapolis, MD Nov 2011 - Feb 2012 < 1
North Sails Annapolis, MD Oct 2011 - Nov 2011 < 1
Extended Travel Annapolis, MD Aug 2011 - Oct 2011 < 1
Hatteras Yachts New Bern, NC Jul 2011 - Aug 2011 < 1
College Of Charleston Charleston, SC Aug 2007 - May 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Cole W. Allsopp
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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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