Macey SimsCRD Number: 6805509
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Macey Sims (CRD# 6805509) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tomball, TX and has 1 year of experience in the finance industry.
Sta Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sequent Planning, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Jan 2019 - Current||1|
|Bank Of America, N.a.||Houston, TX||Jan 2019 - Current||1|
|Pappasitos Cantina||The Woodlands, TX||Apr 2017 - Dec 2018||1|
|Fidelity Investments||Westlake, TX||Jun 2018 - Aug 2018||< 1|
|University Of Houston||Houston, TX||Aug 2017 - Jun 2018||< 1|
|Merrill Lynch Wealth Management||The Woodlands, TX||Jun 2017 - Jul 2017||< 1|
|University Of Houston||Houston, TX||Aug 2016 - Apr 2017||< 1|
|The Woodlands Township||The Woodlands, TX||Apr 2016 - Sep 2016||< 1|
|University Of Houston||Houston, TX||Aug 2015 - May 2016||< 1|
|Chilis||The Woodlands, TX||Dec 2014 - Aug 2015||< 1|
|Maximum Athletics||The Woodlands, TX||Aug 2012 - Dec 2014||2|
|The Woodlands High Schoool||The Woodlands, TX||Jan 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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