Linus Nygard (CRD# 7451959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 2 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Burlington, VT | Oct 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, VT | Aug 2022 - Current | 1 |
| Jp Morgan Chase Bank, N.a. | Burlington, VT | Apr 2021 - Aug 2022 | 1 |
| Unemployed | Burlington, VT | Dec 2020 - Apr 2021 | < 1 |
| University Of Vermont | Burlington, VT | Dec 2016 - Dec 2020 | 4 |
| Kru Coffee | Burlington, VT | Jul 2020 - Nov 2020 | < 1 |
| Unemployed | Burlington, VT | Dec 2019 - Jun 2020 | < 1 |
| Waterworks Food + Drink | Burlington, VT | Jul 2019 - Nov 2019 | < 1 |
| Champlain Mill Restaurant LLC | Winooski, VT | Jul 2019 - Nov 2019 | < 1 |
| Unemployed | Burlington, VT | Jan 2019 - Jun 2019 | < 1 |
| Performa LLC | Burlington, VT | Jun 2018 - Dec 2018 | < 1 |
| Unemployed | Burlington, VT | Sep 2017 - May 2018 | < 1 |
| Cafe Loti | Burlington, VT | May 2017 - Aug 2017 | < 1 |
| Unemployed | Burlington, VT | Jan 2017 - May 2017 | < 1 |
| Burke Hotel And Conference Center | East, VT | Sep 2016 - Dec 2016 | < 1 |
| Unemployed | Burlington, VT | May 2016 - Aug 2016 | < 1 |
| Burke Mountain And Conference Center | East Burke, VT | Dec 2014 - Apr 2016 | 1 |
| Unemployed | Burlington, VT | Oct 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- TX
- VT
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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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