Tabitha Satchwell
CRD Number: 7145650Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tabitha Satchwell (CRD# 7145650) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chattanooga , TN and has 1 year of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chattanooga, TN | Jun 2019 - Current | 4 |
| Ortega Hills Preschool | Jacksonville, FL | Oct 2018 - Jun 2019 | < 1 |
| Hair Cuttery Salon | Jacksonville, FL | May 2017 - Oct 2018 | 1 |
| Unemployed | Jacksonville, FL | Mar 2017 - Apr 2017 | < 1 |
| Longhorn Steakhouse | Jacksonville, FL | Nov 2015 - Feb 2017 | 1 |
| Sonnys Bbq | Jacksonville, FL | Sep 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- TN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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