Mayukh Mondal (CRD# 7593758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has 1 year of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Winchester, MA | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winchester, MA | Jul 2022 - Current | 1 |
| Temple University, Fox School Of Business | Philadelphia, PA | Aug 2021 - May 2022 | < 1 |
| Spn Companies | Philadelphia, PA | May 2021 - Aug 2021 | < 1 |
| Temple University, Fox School Of Business | Philadelphia, PA | Aug 2020 - May 2021 | < 1 |
| Ouellette Wealth Management | Lexington, MA | May 2020 - Aug 2020 | < 1 |
| Temple University, Fox School Of Business | Philadelphia, PA | Aug 2019 - May 2020 | < 1 |
| Forma Therapeutics | Watertown, MA | Jun 2019 - Aug 2019 | < 1 |
| Temple University, Fox School Of Business | Philadelphia, PA | Aug 2018 - May 2019 | < 1 |
| Mamadou's Bakery | Winchester, MA | May 2018 - Jul 2018 | < 1 |
| Winchester High School | Winchester, MA | Aug 2014 - May 2018 | 3 |
| Mccall Middle School | Winchester, MA | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- CT
- 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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