David KrumdieckCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|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|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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