Maria McKeon (CRD# 4072478) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flemington, NJ and has over 24 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Flemington, NJ | Jan 2020 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington, NJ | Dec 2019 - Current | 4 |
| Unemployed | Flemington, NJ | Sep 2019 - Dec 2019 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Apr 2018 - Sep 2019 | 1 |
| Morgan Stanley | Flemington, NJ | Feb 2018 - Sep 2019 | 1 |
| Subsidy Insight Strategies LLC | Flemington, NJ | Apr 2012 - Feb 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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