Melisa Boel (CRD# 6105143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 6 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany, NY | Jul 2018 - Current | 5 |
| Icapital Network | New York, NY | Oct 2017 - Jun 2018 | < 1 |
| Lpl Financial, LLC | Albany, NY | Aug 2016 - Oct 2017 | 1 |
| Voya Financial Advisors | Albany, NY | Sep 2014 - Aug 2016 | 1 |
| Capital Financial Planning | Albany, NY | Aug 2012 - Aug 2016 | 4 |
| Ing Financial Partners | Albany, NY | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CT
- NY
- TX
-
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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