Donna Sullivan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Myrtle Beach, SC
Last updated 2026-10-10
Claim your profileDonna Sullivan is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Myrtle Beach, SC, CRD 2211093. Licenses and exams on the registration: Series 63, Series 65. First registered 2002-05-24.
Registration
- CRD number
- 2211093
- Registration status
- Active
- First registered
- 2002-05-24
- Years of experience
- 24
- States registered
- DE, NJ, SC, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-05 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Mount Laurel, NJ
Current employment
- Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY
Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Regulatory AUM
- $1,781,568,171,479
- Registered advisors
- 25,565
- Offices
- 5,327
- Clients per advisor
- 71.9 (Moderate)
- Average AUM per client
- $968.8K (Low)
- High-net-worth client ratio
- 28.4% (Moderate)
Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments
What this firm offers
Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Location
2024 Corporate Centre Dr, Myrtle Beach, SC 29577
42 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Donna Sullivan?
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