Calla Gorman, financial advisor Sarasota FL
88 score

Calla Gorman

CRD Number: 6365125
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Calla Gorman (CRD# 6365125) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Sarasota, FL Feb 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota, FL Jun 2014 - Current 2
Re/max Harbor Realty Punta Gorda, FL May 2013 - Jun 2014 1
Unemployed Punta Gorda, FL Dec 2012 - May 2013 < 1
Beirgarten Boca Raton, FL May 2012 - Dec 2012 < 1
Players Sports Lounge Boca Raton, FL Oct 2011 - May 2012 < 1
Kaye Communications, Inc. Boca Raton, FL Jun 2010 - Oct 2011 1
Florida Atlantic University Boca Raton, FL May 2008 - Jun 2010 2
Charlotte High School Punta Gorda, FL May 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Calla G. Gorman
Phone Number: 800-637-7455
Registered State(s):
  • FL
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
88
Clean Record
This advisor has a clean track record with regulators.

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