NM
NM

Noreen Mckillop

40 Years of Experience
Bloomfield Hills, MI
2 DisclosuresBroker

Noreen Mckillop is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bloomfield Hills, MI, with 40 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.

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Location

39577 Woodward Ave, Pbig - Troy, Bloomfield Hills, MI, 48304

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2005
Denied
Customer Dispute
July 2002
Settled
Other Business Activities

Noreen is a committee member for Lighthouse of Oakland County, a non-profit charitable organization, since 2018. She spends minimal time on this activity, primarily related to fundraising.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - Present · 14 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2010 - March 2012 · 1 yr 7 mos
J.P. Morgan Securities LLC
August 2010 - March 2012 · 1 yr 7 mos
Chase Investment Services CORP.Broker
August 2009 - August 2010 · 1 yr
Chase Investment Services CORP.
August 2009 - August 2010 · 1 yr
Oppenheimer & CO. INC.
November 2007 - July 2009 · 1 yr 8 mos
Oppenheimer & CO. INC.Broker
August 2007 - July 2009 · 1 yr 11 mos
Ferris, Baker Watts Incorporated
November 2002 - December 2003 · 1 yr 1 mo
Ferris, Baker Watts IncorporatedBroker
February 2002 - August 2007 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1986 - February 2002 · 15 yrs 11 mos
First Investors CorporationBroker
September 1985 - January 1986 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.