MG
MG

Meggan Gentile

28 Years of Experience
Santa Fe, NM
Broker

Meggan Gentile is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Santa Fe, NM, with 28 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

123 E Marcy St, Santa Fe, NM, 87501

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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.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - Present · 14 yrs
Previous Registrations
Wells Fargo Advisors, LLC
September 2008 - April 2012 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
September 2008 - April 2012 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - September 2008 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - September 2008 · 2 yrs 4 mos
UBS Financial Services INC.
November 2005 - May 2006 · 6 mos
UBS Financial Services INC.Broker
September 2005 - May 2006 · 8 mos
Rauscher Pierce Refsnes, INC.Broker
June 1992 - September 1996 · 4 yrs 3 mos
Cs First Boston CorporationBroker
October 1990 - May 1992 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1988 - September 1990 · 2 yrs 1 mo
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.