Gregory Welsh
Gregory Welsh is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mckinney, TX, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6950 Tpc Dr, Mckinney, TX, 75070
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Regulatory History
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.
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Gregory is a director and board member at 316 Counseling Center, a mental health counseling service, since 2021. He spends about a quarter of his time consulting on business-related concerns for the center.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
American Express Financial Advisors INC.Broker
State Registrations16 states
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