Kristin Sarafinis, financial advisor Atlanta GA

Kristin Sarafinis

CRD Number: 5048282
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kristin Sarafinis (CRD# 5048282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Feb 2018 - Current 3
Morgan Stanley Atlanta, GA Jun 2011 - Feb 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Kristin M. Sarafinis
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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