Stephanie Pack, financial advisor Baltimore MD
88 score

Stephanie Pack

CRD Number: 6374735
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stephanie Pack (CRD# 6374735) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Baltimore, MD Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD Jul 2014 - Current 2
Elon University Elon, NC Aug 2013 - May 2014 < 1
Federated Investors Pittsburgh, PA May 2013 - Aug 2013 < 1
Elon University Elon, NC Aug 2012 - May 2013 < 1
Emi Music New York, NY May 2012 - Aug 2012 < 1
Elon University Elon, NC Aug 2011 - May 2012 < 1
White House Black Market (and Middleton Tavern) Annapolis, MD May 2011 - Aug 2011 < 1
Elon University Elon, NC Aug 2010 - May 2011 < 1
Severna Park Middle And High School Severna Park, MD Jul 2004 - Aug 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Stephanie N. Pack
Phone Number: 800-637-7455
Registered State(s):
  • MD
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
88
Clean Record
This advisor has a clean track record with regulators.

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