Meghan M Pendergast
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- Ayco, A Goldman Sachs CompanyJan 2021 to Nov 2021
- Northwestern Mutual Investment Services LLCSep 2020 to Jan 2021
- Northwestern Mutual Life Insurance CompanyMay 2020 to Jan 2021
- Otto CadillacDec 2019 to Jan 2020
- Gang Green LacrosseMay 2019 to Aug 2019
- Wagner CollegeAug 2018 to Mar 2020
- StudentAug 2017 to May 2020
- YmcaJan 2015 to Aug 2019
- Town of Clifton Park PoolsAug 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7260094
- Firm CRD
- 7691