Madison GeorgiCRD Number: 6358645
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Madison Georgi (CRD# 6358645) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 6 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Bank Of America, N.a.||Buffalo, NY||Apr 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Buffalo, NY||Oct 2018 - Current||3|
|Unemployed||Buffalo, NY||Jun 2018 - Oct 2018||< 1|
|Jackson National Life Distributors||Franklin, TN||Oct 2014 - Jun 2018||3|
|Janney Montgomery Scott, LLC||Pittsburgh, PA||Jun 2014 - Aug 2014||< 1|
|Allegheny College||Meadville, PA||Aug 2010 - May 2014||3|
|Allegheny College Office Of Admissions||Meadville, PA||Aug 2011 - Apr 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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