Martha Cannady
Martha Cannady is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Seal Beach, CA, with 34 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
3010 Old Ranch Pkwy, Seal Beach, CA, 90740
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Martha is a Director for the Orange County Hispanic Chamber of Commerce, a non-profit charitable organization, since 2018. She dedicates minimal time to this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Spelman & CO., INC.Broker
State Registrations24 states
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.