Michael Fagan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
4 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.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to now
- Wells FargoOct 2022 to Dec 2022
- Equitable Advisors, LLCAug 2022 to Oct 2022
- UnemployedJun 2022 to Aug 2022
- Catonsville HospitalityJun 2021 to Aug 2021
- El Guapo RestaurantJun 2021 to Aug 2021
- Morgan & AssociatesJun 2021 to Aug 2021
- Salty Nut CafeSep 2020 to Apr 2022
- Savoy ServicesApr 2020 to Aug 2020
- State Fare RestaurantMay 2019 to Aug 2019
- University of South CarolinaAug 2018 to May 2022
- Mcdonogh Equestrian CenterAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (ID, MD, NC, 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
- 7614417
- Firm CRD
- 7691