Renee Vanek, financial advisor Short Hills NJ

Renee Vanek

CRD Number: 1353046
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Renee Vanek (CRD# 1353046) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 37 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Bank Of America, N.a Short Hills, NJ Jan 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills, NJ Nov 2019 - Current 4
Lpl Financial LLC Southington, CT Oct 2018 - Nov 2019 1
Webster Bank Southington, CT Oct 2018 - Nov 2019 1
Bank Of America, N.a. Short Hills, NJ Nov 2016 - Oct 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills, NJ Oct 2016 - Oct 2018 2
Commonwealth Financial Network Waltham, MA Nov 2014 - Oct 2016 1
Unemployed Basking Ridge, NJ Jun 2014 - Nov 2014 < 1
Invest Financial Corporation Basking Ridge, NJ Jan 2013 - Jun 2014 1
Affinity Federal Credit Union Basking Ridge, NJ Jun 2007 - Jun 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Renee P. Vanek
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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