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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 6 years, 7 months Jan 2010 - Present
Austin Financial Strategies 3 months Oct 2007 - Jan 2008
United Planners' Financial Services of America A Limited Partner 8 months Feb 2007 - Oct 2007
Economic Services Inc 8 months Feb 2007 - Oct 2007
Merrill Lynch, Pierce, Fenner & Smith Incorporated 9 years, 7 months Jan 2007 - Present
Gary L. Recer, CPA 9 years, 1 month Dec 1997 - Jan 2007
Gary Recer, Realtors 39 years, 4 months May 1977 - Present
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Gary L Recer?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Gary Recer

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 14, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 14, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on July 20, 2016
    • $575.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $335.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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