Thomas SteinerCRD Number: 6203400
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thomas Steiner (CRD# 6203400) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Camp Hill, PA and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Bank Of America, N.a.||Camp Hill, PA||Nov 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Camp Hill, PA||May 2013 - Current||4|
|Ursinus College||Collegeville, PA||Aug 2010 - May 2013||2|
|West Shore Country Club||Camp Hill, PA||Jun 2007 - Aug 2012||5|
|Trinity High School||Trinity High School, PA||Aug 2006 - May 2010||3|
|Unemployed||Camp Hill, PA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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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