Sarah Exell, financial advisor Mount Pleasant SC

Sarah Exell

CRD Number: 5818080
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarah Exell (CRD# 5818080) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston, SC Apr 2017 - Current 6
Bank Of America, N.a. Charleston, SC Apr 2017 - Current 6
Cuso Financial Services, LP San Diego, CA Jan 2016 - Mar 2017 1
South Carolina Federal Credit Union North Charleston, SC Oct 2015 - Mar 2017 1
Sullivan's Island Co-op Sullivan's Island, SC Apr 2015 - Sep 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston, SC Apr 2013 - Jan 2015 1
Bank Of America, N.a. Charleston, SC Apr 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Sarah Exell
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • SC
  • 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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