Garret Holleran, financial advisor Chandler AZ
89 score

Garret Holleran

CRD Number: 6159838
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garret Holleran (CRD# 6159838) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chandler, AZ Nov 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Oct 2015 - Current 1
Arizona Diamondbacks Phoenix, AZ Mar 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Chandler, AZ Aug 2013 - Oct 2015 2
Made Baseball Phoenix, AZ Jul 2013 - Oct 2015 2
Waddell & Reed, Inc. Scottsdale, AZ Feb 2013 - Oct 2015 2
P2 Performance Plus Chandler, AZ Jan 2014 - Mar 2015 1
International Cruise & Excursions,inc Scottsdale, AZ Aug 2012 - Jan 2013 < 1
Unemployed Phoenix, AZ Jul 2012 - Aug 2012 < 1
Sioux City Explorers Sioux City, IA May 2012 - Jul 2012 < 1
Phoenix Coyotes Hockey Club Glendale, AZ Oct 2011 - Apr 2012 < 1
Calgary Vipers Calgary, May 2011 - Oct 2011 < 1
Unemployed Phoenix, AZ Jan 2011 - May 2011 < 1
Tigres De Cartagena Bolivar, Oct 2010 - Jan 2011 < 1
Chico Outlaws Chico, CA May 2010 - Oct 2010 < 1
Unemployed Phoenix, AZ Dec 2009 - May 2010 < 1
Seminole County Naturals Sanford, FL Oct 2009 - Dec 2009 < 1
Gary South Shore Railcats Gary, IN May 2009 - Oct 2009 < 1
Unemployed Phoenix, AZ Oct 2008 - May 2009 < 1
Gary Southshore Railcats Gary, IN Jun 2008 - Oct 2008 < 1
Student Phoenix, AZ Jan 2003 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Garret J. Holleran
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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