Frederick Graney, financial advisor Sugar Land TX

Frederick Graney

CRD Number: 3162616
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick Graney (CRD# 3162616) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 25 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Bank Of America, N.a. Sugarland, TX Dec 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stafford, TX Nov 1998 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Frederick W. Graney
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • 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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