Meredith Duffy (CRD# 7474824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mystic, CT | Nov 2021 - Current | 2 |
| Unemployed | Stonington, CT | Jun 2021 - Nov 2021 | < 1 |
| South Carolina Federal Credit Union | North Charleston, SC | May 2019 - May 2021 | 2 |
| Charleston Southern University | North Charleston, SC | Aug 2015 - Apr 2021 | 5 |
| Loft Outlet | North Charleston, SC | Jul 2017 - Oct 2019 | 2 |
| Loft Outlet | Gaffney, SC | May 2016 - Jul 2017 | 1 |
| Kate Spade New York | Gaffney, SC | Nov 2015 - Jan 2016 | < 1 |
| Gaffney High School | Gaffney, SC | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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