Jeremy Sulek, financial advisor Atlanta GA
90 score

Jeremy Sulek

CRD Number: 6071282
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeremy Sulek (CRD# 6071282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Mar 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Dec 2012 - Current 4
Unemployed Atlanta, GA Sep 2012 - Dec 2012 < 1
First Investors Atlanta, GA Mar 2012 - Sep 2012 < 1
University Of Georiga Athens, GA Aug 2008 - May 2012 3
Star Stainless Atlanta, GA Jul 2006 - Mar 2012 5
Ignition Atlanta, GA May 2011 - Jun 2011 < 1
Clover Enterprises Inc. Barrow County, GA Sep 2009 - Jul 2010 < 1
Sequoia Golf LLC Dacula, GA Mar 2008 - May 2008 < 1
Dacula High School Dacula, GA Aug 2004 - May 2008 3
Kroger Lawrenceville, GA Nov 2007 - Mar 2008 < 1
Oasis Bowling Buford, GA Mar 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Jeremy N. Sulek
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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