Paul Stakkestad, financial advisor Bellevue WA

Paul Stakkestad

CRD Number: 3061605
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Paul Stakkestad (CRD# 3061605) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bellevue, WA Jan 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Oct 2018 - Current 3
Extended Travel Jupiter, FL Jan 2018 - Sep 2018 < 1
Triumph Aerostructures Stuart, FL Oct 2007 - Dec 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Paul D. Stakkestad
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • WA
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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