Joseph McCulloch, financial advisor Saint Peters MO
93 score

Joseph McCulloch

CRD Number: 5315337
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joseph McCulloch (CRD# 5315337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Peters, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Saint Charles, MO May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Charles, MO Apr 2014 - Current 2
Smith Moore Clayton, MO Jan 2013 - Mar 2014 1
Moneta Group Clayton, MO May 2012 - Dec 2012 < 1
Smart401k, LLC Overland Park, KS Sep 2009 - May 2012 2
Sva Wealth Management Inc. Brookfield, WI Mar 2007 - Aug 2009 2
Unemployed De Pere, WI Dec 2006 - Mar 2007 < 1
St Norbert College De Pere, WI Jan 2006 - Dec 2006 < 1
St Norbert College De Pere, WI Aug 2003 - Dec 2006 3
Associated Investment Service Green Bay, WI May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Joseph G. McCulloch
Phone Number: 800-637-7455
Registered State(s):
  • MO
  • 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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