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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Merrill Lynch, Pierce, Fenner & Smith Incorporatedpennington, Nj 5 years, 4 months Aug 2013 - Present
Bank of America, N.A. 5 years, 4 months Aug 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 5 years, 4 months Aug 2013 - Present
Pj Robb Variable Corp 3 months May 2013 - Aug 2013
Peilim Portfolio Management 10 months Jul 2012 - May 2013
Axa Advisors 4 years, 1 month May 2007 - Jun 2011
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Isaac Keil?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 13, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 27, 2018
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 Dec. 14, 2018
    • $819.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $360.8K
      Estimated Average Account Balance

Fees

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