Macey Sims, financial advisor Tomball TX

Macey Sims

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Macey T. Sims
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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