Terence McLaughlin
CRD Number: 1081592Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Terence McLaughlin (CRD# 1081592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 13 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Sep 2015 - Current | 8 |
| Bank Of America, N.a. | Melville, NY | Sep 2015 - Current | 8 |
| J.p. Morgan Securities Inc. | Melville, NY | Feb 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CT
- NY
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- 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 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
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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