MH
MH

Monique Harran

29 Years of Experience
Jacksonville, FL
2 DisclosuresBroker

Monique Harran is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 29 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

9000 Southside Blvd Bldg 600, Jacksonville, FL, 32256

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History

Regulatory History (2)
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Judgment / Lien
May 2025
Judgment / Lien
February 2025
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - Present · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - Present · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2010 - January 2011 · 7 mos
Fsc Securities CorporationBroker
November 2007 - December 2007 · 1 mo
Madden Advisory Services, INC.
February 2004 - November 2009 · 5 yrs 9 mos
Fsc Securities CorporationBroker
December 2001 - October 2007 · 5 yrs 10 mos
Ifg Network Securities, INC.Broker
June 1996 - December 2001 · 5 yrs 6 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

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
No exam information available for this advisor.