Holly E MacLean
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Jacksonville, FL
Last updated 2026-10-10
Claim your profileHolly E MacLean is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL, CRD 4312682. Licenses and exams on the registration: Series 66. IAPD registration began 2006-07-31.
Registration
- CRD number
- 4312682
- Registration status
- Active
- IAPD registration
- 2006-07-31
- Industry Experience
- 20 years
- Work Experience
- 27 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 1999-10 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Jacksonville, FL
- 2019-05 to Present · Bofa Securities, Inc. · Jacksonville, FL
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
About
Holly E MacLean is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL. Reported securities licenses include Series 66. The latest record indicates 20 years of industry experience and 27 years of reported work history. Reported roles include Bofa Securities, Inc..
Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
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
9000 Southside Blvd, Jacksonville, FL 32256
965 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Holly E MacLean?
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