Margaret McAlister, financial advisor Stamford CT

Margaret McAlister

CRD Number: 4689310
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Margaret McAlister (CRD# 4689310) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Oct 2018 - Current 3
Pnc Bank Columbus, OH Jan 2017 - Oct 2018 1
Bank Of America, N.a. Columbus, OH Sep 2016 - Jan 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Sep 2012 - Jan 2017 4
Bank Of America,n.a. Columbus, OH Nov 2012 - Jul 2016 3
First Merchants Bank Columbus, OH Apr 2008 - Aug 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Margaret McAlister
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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, WY

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