Todd YetenekianCRD Number: 7341657
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Todd Yetenekian (CRD# 7341657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has 1 year of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Feb 2021 - Current||1|
|Bank Of America||Van Nuys, CA||Sep 2019 - Feb 2021||1|
|Us Bank||Burbank, CA||Feb 2018 - Sep 2019||1|
|Capstone Partners||Century City, CA||Jan 2015 - Feb 2018||3|
|Unemployed||Sherman Oaks, CA||Feb 2014 - Jan 2015||< 1|
|Dollar Loan Center||Studio City, CA||Aug 2012 - Feb 2014||1|
|Unemployed||Sherman Oaks, CA||Mar 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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