Brian SartinCRD Number: 5064537
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brian Sartin (CRD# 5064537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baton Rouge, LA and has over 15 years of experience in the finance industry.
Benedict Financial Planning
Infinex Investments, Inc.
Abel Hall, LLC
|Bank Of America, Na||Baton Rouge, LA||Nov 2009 - Current||12|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Baton Rouge, LA||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
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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