Robert FegelyCRD Number: 5439503
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Fegely (CRD# 5439503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Merrill Lynch & Company||York, PA||Oct 2007 - Current||9|
|Ollies Bargain Outlet||York, PA||Apr 2007 - Oct 2007||< 1|
|Shenk & Tittle Sports||York, PA||Mar 2003 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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