Douglas Clancy, financial advisor West Nyack NY

Douglas Clancy

CRD Number: 2962899
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Douglas Clancy (CRD# 2962899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Nyack, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. West Nyack, NY Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jul 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Douglas J. Clancy
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
  • NJ
  • NY
  • 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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