Maxwell Huggins, financial advisor Mount Pleasant SC

Maxwell Huggins

CRD Number: 6633178
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Maxwell Huggins (CRD# 6633178) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC 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. Charleston, SC May 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston, SC Dec 2017 - Current 3
Northwestern Mutual Charleston, SC Apr 2016 - Nov 2017 1
University Of South Carolina Columbia, SC Jul 2013 - May 2017 3
Crescom Bank Myrtle Beach, SC May 2015 - Aug 2015 < 1
Myrtle Beach High School Myrtle Beach, SC Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Maxwell C. Huggins
Phone Number: 800-637-7455
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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, WY

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