MS
MS

Megan Stickell

21 Years of Experience
Chambersburg, PA
4 DisclosuresBroker

Megan Stickell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chambersburg, PA, with 21 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

1108 Kennebec Dr, Chambersburg, PA, 17201

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History

Regulatory History (4)
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Financial
September 2025
Final
Financial
September 2023
Final
Financial
July 2023
Final
Financial
July 2023
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - Present · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2015 · 6 yrs 2 mos
Morgan Stanley
June 2009 - August 2015 · 6 yrs 2 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
October 2004 - November 2005 · 1 yr 1 mo
State Registrations41 states
AKALARAZCACOCTDCDEFLGAIDILINKSKYMAMDMIMNMOMSMTNCNJNMNVNYOHOKORPASCTNTXVAVTWAWIWVWY
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.