Richard Buckley, financial advisor Bellingham MA

Richard Buckley

CRD Number: 5147434
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richard Buckley (CRD# 5147434) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, MA and has over 17 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Bank Of America, N.a. Franklin, MA Apr 2016 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin, MA Apr 2016 - Current 7
Unemployed Foster, RI Feb 2016 - Mar 2016 < 1
Santander Securities, LLC Wakefield, RI Jan 2013 - Feb 2016 3
Sovereign Bank Wakefield, RI Jan 2013 - Feb 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Richard H. Buckley
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
  • RI
  • 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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