Mei Leung Dow (CRD# 7158622) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shrewsbury, MA and has over 4 years of experience in the finance industry.
CRD# 6905985
Edward Jones
CRD# 1257320
Ubs Financial Services Inc.
CRD# 5025929
The Colony Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Auburn, MA | Aug 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn, MA | Jun 2006 - Current | 17 |
| Bank Of America, N.a. | Shrewsbury, MA | Oct 2016 - Jul 2019 | 2 |
| Bank Of America, N.a. | Holden, MA | Sep 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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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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