Calvin Klemmer (CRD# 6914536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Batavia, NY and has over 6 years of experience in the finance industry.
CRD# 5842694
Edward Jones
CRD# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 7010758
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Batavia, NY | Dec 2018 - Current | 5 |
| Novem Group | Rochester, NY | May 2018 - Nov 2018 | < 1 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Apr 2018 - Nov 2018 | < 1 |
| Compass Financial Group | Rochester, NY | Jan 2017 - May 2018 | 1 |
| Suny Geneseo | Geneseo, NY | Aug 2014 - May 2018 | 3 |
| State University Of New York College At Geneseo | Geneseo, NY | Aug 2014 - May 2018 | 3 |
| Cove Hollow Tavern | East Hampton, NY | Jun 2017 - Sep 2017 | < 1 |
| Douglas Elliman Real Estate | East Hampton, NY | May 2017 - Sep 2017 | < 1 |
| Michael's Restaurant | East Hampton, NY | May 2017 - Jun 2017 | < 1 |
| Harvest Hill Golf Center | Orchard Park, NY | May 2016 - Sep 2016 | < 1 |
| Suny Geneseo | Geneseo, NY | Sep 2015 - May 2016 | < 1 |
| Harvest Hill Golf Center | Orchard Park, NY | May 2015 - Sep 2015 | < 1 |
| Orchard Fresh | Orchard Park, NY | Mar 2013 - Aug 2015 | 2 |
| Orchard Park High School | Orchard Park, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Dec 2018 |
- CT
- NY
- 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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