Giselle Sarilho Ferguson
CRD Number: 7407388Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Giselle Sarilho Ferguson (CRD# 7407388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marshfield, MA and has over 3 years of experience in the finance industry.
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Kingston, MA | Jul 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingston, MA | Apr 2022 - Current | 2 |
| South Shore Bank | Pembroke, MA | Nov 2021 - Mar 2022 | < 1 |
| Bankshop LLC | Miami, FL | Mar 2020 - Oct 2021 | 1 |
| Banco Santander Bahamas | Nassau, | Sep 2016 - Jan 2020 | 3 |
| Banco Santander Brasil SA | Sao Paulo, | Jan 2004 - Aug 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- CT
- 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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