Margaret Guido, financial advisor Falls Church VA

Margaret Guido

CRD Number: 4976445
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Margaret Guido (CRD# 4976445) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Falls Church, VA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington, VA Jan 2020 - Current < 1
Bank Of America, N.a. Arlington, VA Jan 2020 - Current < 1
Thea Holdings LLC Du Bois, PA Mar 2013 - Current 7
Ivy Consulting Du Bois, PA Mar 2008 - Current 12
Varischetti Holdings Brockway, PA Mar 2011 - Mar 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Margaret Guido
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
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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