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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

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Employer Years Dates
Merrill Lynch, Pierce, Fenner & Smith Incorporatedorlando, Fl 8 months, 2 weeks Apr 2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 8 months, 2 weeks Apr 2017 - Present
Bank of America, N.A. 8 months, 2 weeks Apr 2017 - Present
Lpl Financial, LLC 3 months Dec 2016 - Mar 2017
Bank of America, N.A. 6 years, 11 months Jan 2010 - Dec 2016
Austin Financial Strategies 3 months Oct 2007 - Jan 2008
Economic Services Inc 8 months Feb 2007 - Oct 2007
United Planners' Financial Services of America A Limited Partner 8 months Feb 2007 - Oct 2007
Merrill Lynch, Pierce, Fenner & Smith Incorporated 9 years, 11 months Jan 2007 - Dec 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporatedhouston, Tx 9 years, 11 months Jan 2007 - Dec 2016
Gary Recer, Realtors 30 years, 8 months May 1977 - Jan 2008
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Gary L Recer?
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Designations & Memberships

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 7, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 3, 2017
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 Sept. 28, 2017
    • $639.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $349.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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