Michael Estabrook
CRD Number: 5678853Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Estabrook (CRD# 5678853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 10 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 2967657
Spectrum Wealth Management, LLC
CRD# 6453412
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Houston, TX | Feb 2014 - Current | 10 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Houston, TX | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CO
- 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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