Michael Bagot, financial advisor Houston TX
95 score

Michael Bagot

CRD Number: 6088976
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Bagot (CRD# 6088976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of America, N.a. Houston, TX Feb 2013 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Houston, TX Jun 2012 - Current 5
Ochsner Health Systems New Orleans, LA Jun 2011 - Current 6
Louisiana State University Baton Rouge, LA Aug 2007 - Current 10
Semolina's Bistro Italia New Orleans, LA May 2007 - Current 10
Jesuit High School New Orleans, LA Aug 2002 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Michael H. Bagot
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
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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