Maggie Albarati, financial advisor Nashville TN

Maggie Albarati

CRD Number: 6403759
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Maggie Albarati (CRD# 6403759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville, TN Jun 2021 - Current 2
Wells Fargo Clearing Services, LLC Franklin, TN Nov 2016 - Jun 2021 4
Wells Fargo Bank Na Franklin, TN Dec 2013 - Jun 2021 7
Belmont University Nashville, TN Jan 2019 - Jan 2020 1
Wells Fargo Advisors, LLC Franklin, TN Sep 2014 - Nov 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Nov 2014
Contact Info for Maggie Albarati
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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