Monica AndersonCRD Number: 6239558
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Monica Anderson (CRD# 6239558) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 8 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Aug 2013 - Current||8|
|Duval County Public Schools||Jacksonville, FL||Aug 2006 - Aug 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
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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