David Krumdieck, financial advisor Charlotte NC

David Krumdieck

CRD Number: 6365501
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Krumdieck (CRD# 6365501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Charlotte, NC Nov 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC Feb 2019 - Current 2
Extended Travel Charlotte, NC Jan 2019 - Feb 2019 < 1
Auburn University Auburn, AL Aug 2014 - Dec 2018 4
Merrill Lynch Charlotte, NC Jun 2018 - Aug 2018 < 1
Gcg Wealth Management Charlotte, NC May 2017 - Aug 2017 < 1
Taylor Richards & Conger Charlotte, NC May 2016 - Dec 2016 < 1
Merrill Lynch Huntersville, NC Jun 2014 - Aug 2014 < 1
Cannon School Concord, NC Aug 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for David M. Krumdieck
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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