Sara Gill, financial advisor Saint Augustine FL
93 score

Sara Gill

CRD Number: 3157090
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sara Gill (CRD# 3157090) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Augustine, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Jacksonville, FL May 2011 - Current 5
Bank Of America,na Jacksonville, FL Nov 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Aug 1998 - Current 18
Unemployed Jacksonville, FL Feb 2011 - May 2011 < 1
Mlpfs Jacksonville, FL Feb 2008 - Feb 2011 3
Unemployed Pensacola, FL May 2007 - Feb 2008 < 1
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated Jacksonville, FL Aug 1998 - May 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Sara G. Gill
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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