Meredith Mckown
Meredith Mckown is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Francisco, CA, with 27 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
555 California St, San Francisco, CA, 94104
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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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Meredith has a mineral rights lease with Penterra Services LLC since 2016, dedicating minimal time to it annually. Since 2024, Meredith also works as an actor in theater, commercial, and film productions, dedicating about 10-20% of their time weekly.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Banc of America Securities LLCBroker
Hambrecht & Quist LLCBroker
Tradestar Investments,inc.Broker
Wells Fargo Securities INC.Broker
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.