MG
MG

Muralidharan George

6 Years of Experience
Mckinney, TX
Broker

Muralidharan George is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mckinney, TX, with 6 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

6950 Tpc Dr, Mckinney, TX, 75070

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Muralidharan owns Madura Enterprises Inc, which previously sold religious items and is now trying to dispose of inventory and sell land associated with the business. He also provides notary public services for minimal time per month and occasionally rents rooms in his home through Airbnb.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2024 - Present · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2022 - June 2024 · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
April 2022 - June 2024 · 2 yrs 2 mos
Transglobal Advisory, LLC
September 2020 - July 2021 · 10 mos
Globalink Securities, INC.Broker
March 2020 - July 2021 · 1 yr 4 mos
Transamerica Financial Advisors, INCBroker
October 2018 - July 2019 · 9 mos
State Registrations12 states
ARCACOFLLAMINCNMOKTXVAWA
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.
Muralidharan George - Financial Advisor | TrueAdvisor