Phillip Midas, financial advisor Peachtree City GA

Phillip Midas

CRD Number: 6113528
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Phillip Midas (CRD# 6113528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peachtree City, GA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Feb 2015 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Sep 2014 - Current 9
Unemployed Newnan, GA May 2014 - Sep 2014 < 1
Wells Fargo Advisors, LLC Union City, GA Sep 2012 - May 2014 1
Wellsfargo Bank, Na Union City, GA May 2006 - May 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Dec 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Phillip M. Midas
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • GA
  • 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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