Sanjay BediCRD Number: 3063992
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanjay Bedi (CRD# 3063992) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 23 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Bank Of America, N.a.||Alpharetta, GA||Jan 2014 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Alpharetta, GA||Nov 2013 - Current||8|
|E*trade Capital Management LLC||Alpharetta, GA||Apr 2009 - Oct 2013||4|
|E*trade Securities LLC||Alpharetta, GA||Aug 2004 - Oct 2013||9|
|Etrade Securities,llc||Alpharetta, GA||Aug 2004 - Oct 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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