Bruce Beagley, financial advisor Hingham MA
89 score

Bruce Beagley

CRD Number: 6256308
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bruce Beagley (CRD# 6256308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hingham, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hingham, MA Feb 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham, MA Sep 2013 - Current 3
Mrag Americas, Inc. Essex, MA Mar 2012 - Sep 2013 1
Itagrated Statistics Woods Hole, MA Feb 2010 - Mar 2012 2
Ais Inc. New Bedford, MA Sep 2009 - Feb 2010 < 1
Keenan Painting Weymouth, Ma, MA May 2009 - Sep 2009 < 1
Unemployed Hull, MA Dec 2008 - Apr 2009 < 1
Alamar Construction Scituate, MA Jan 2008 - Dec 2008 < 1
Unemployed Scituate, MA Sep 2007 - Dec 2007 < 1
Saint Anns School Dorchester, MA Sep 2006 - Sep 2007 1
Battelle Duxbury, MA Oct 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Bruce E. Beagley
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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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