Amrita McSharry
CRD Number: 5170689Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amrita McSharry (CRD# 5170689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 10 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Anchorage, AR | Jun 2015 - Current | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage, AK | Apr 2015 - Current | 9 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2015 | < 1 |
| Morgan Stanley | Anchorage, AK | Nov 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- AK
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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