Sean Michael Mckeegan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporateApr 2026 to now
- Roxiticus Country ClubAug 2025 to Apr 2026
- FedexJul 2025 to Sep 2025
- Barclay Water ManagementNov 2024 to Aug 2025
- Rutgers UniversitySep 2021 to May 2025
- Ocean County CollegeSep 2020 to Aug 2021
- Pvh CorpAug 2019 to Oct 2019
- Jackson Soccer ClubApr 2017 to Sep 2021
- High School At Jackson MemorialApr 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8261011
- Firm CRD
- 7691