Margaret N Randle
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 IncorporatedFeb 2023 to now
- Fp1 StrategiesJun 2020 to Feb 2023
- Fp1 StrategiesJun 2019 to Aug 2019
- Martin Horn, Inc.Jan 2019 to Feb 2019
- Ciee, RomeAug 2018 to Dec 2018
- Fp1 StrategiesJun 2018 to Aug 2018
- Fp1 StrategiesJan 2018 to Jan 2018
- Wofford College FootballMay 2017 to Oct 2017
- Wofford CollegeSep 2016 to May 2020
- Klh DesignsMay 2016 to Aug 2017
- David S Randle EsqAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7705166
- Firm CRD
- 7691