Gregory Mcgauley
Gregory Mcgauley is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boston, MA, with 32 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
100 Federal St, Pbig - Boston Private Wealth Ctr, Boston, MA, 02110
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Gregory serves on the board, committee, or as an officer for State Street Global Advisors since 2010.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.
Exams
More Advisors
- Mark JoyceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul GarridoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony Mancini, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas CapachiettiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradley ArmellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kimberly Morrow, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated