KL
KL

Kathleen Langrill

38 Years of Experience
Hingham, MA
Broker

Kathleen Langrill is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hingham, MA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

101 Derby St, Hingham, MA, 02043

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - Present · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2016 · 6 yrs 9 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.Broker
November 2002 - October 2004 · 1 yr 11 mos
UBS Painewebber INC.Broker
July 1994 - October 2002 · 8 yrs 3 mos
Tucker Anthony IncorporatedBroker
May 1991 - August 1994 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
March 1988 - May 1991 · 3 yrs 2 mos
E. F. Hutton & Company INCBroker
May 1987 - February 1988 · 9 mos
State Registrations41 states
AZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kathleen Langrill - Financial Advisor | TrueAdvisor