Herbert Ludlam, financial advisor Bradenton FL

Herbert Ludlam

CRD Number: 6125670
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Herbert Ludlam (CRD# 6125670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bradenton, FL and has over 11 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota, FL May 2019 - Current 4
Bank Of America, N.a. Sarasota, FL May 2019 - Current 4
Harmony Asset Management Palmetto, FL Feb 2019 - May 2019 < 1
Raymond James & Associates St Petersburg, FL Sep 2015 - Feb 2019 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2015 < 1
Morgan Stanley Smith Barney St. Petersburg, FL Oct 2012 - Sep 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Herbert H. Ludlam
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • 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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