Donna KozuchCRD Number: 1661809
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Donna Kozuch (CRD# 1661809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 27 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Equitable Advisors, LLC
|Bank Of America, N.a.||Buffalo, NY||Aug 2014 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Buffalo, NY||Mar 1991 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1996|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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