Joseph SchagerCRD Number: 6362826
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joseph Schager (CRD# 6362826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 6 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.||Atlanta, GA||Jan 2017 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Atlanta, GA||Dec 2016 - Current||5|
|Goldman Sachs & Company||New York, NY||Jul 2015 - Oct 2016||1|
|Georgia Tech||Atlanta, GA||Jan 2015 - May 2015||< 1|
|Georgia Institute Of Technolog||Atlanta, GA||Aug 2013 - May 2015||1|
|Goldman Sachs & Co||New York, NY||Jun 2014 - Aug 2014||< 1|
|Georgia Tech Cable Network||Atlanta, GA||Aug 2013 - May 2014||< 1|
|General Paper Goods||Atlanta, GA||Nov 2012 - Aug 2013||< 1|
|Marine Corps United States||Washington, DC||Sep 2008 - Sep 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2015|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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