Susan BatchelorCRD Number: 6665722
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Susan Batchelor (CRD# 6665722) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 5 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Bank Of America, N.a.||Raleigh, NC||Jul 2018 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Jun 2017 - Current||6|
|University Of Wisconsin||Madison, WI||Sep 2015 - May 2017||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Minneapolis, MN||Jun 2016 - Aug 2016||< 1|
|Unemployed||Raleigh, NC||Jul 2015 - Aug 2015||< 1|
|State Employees' Credit Union||Raleigh, NC||Feb 2012 - Jul 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
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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