Holly Traegner, financial advisor Chagrin Falls OH

Holly Traegner

CRD Number: 4468953
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Holly Traegner (CRD# 4468953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Chagrin Falls, OH Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland, OH Sep 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Holly K. Traegner
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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