Chelsea BottaCRD Number: 6080803
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chelsea Botta (CRD# 6080803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Bank Of America, N.a.||Boston, MA||May 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jul 2013 - Current||3|
|Unemployed||East Longmeadow, MA||Feb 2013 - Jul 2013||< 1|
|Merrill Lynch||Boston, MA||Dec 2012 - Jan 2013||< 1|
|Unemployed||Poughkeepsie, NY||Sep 2012 - Nov 2012||< 1|
|Bank Of America||Boston, MA||Jun 2012 - Aug 2012||< 1|
|Ibm||Hopewell Junction, NY||Jan 2012 - May 2012||< 1|
|Unemployed||Poughkeepsie, NY||Aug 2009 - Dec 2011||2|
|Romitos & Sons||East Longmeadow, MA||Jan 2006 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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