Paula Gay (CRD# 1679435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bel Air, MD and has over 26 years of experience in the finance industry.
CRD# 6202664
Fidelity Personal And Workplace Advisors
CRD# 2124313
Arkadios Wealth Advisors
CRD# 4276796
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Bel Air, MD | May 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bel Air, MD | Sep 2002 - May 2024 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- MD
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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