Anson Marcotte (CRD# 7247642) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5954281
Mercer Global Advisors Inc.
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chevy Chase,, MD | Jul 2022 - Current | 1 |
| Bank Of America | Chevy Chase, MD | Apr 2020 - May 2022 | 2 |
| Capital Automotive Real Estate Services | Mclean, VA | May 2017 - Mar 2020 | 2 |
| Rsm Us LLP | Mclean, VA | Oct 2015 - Apr 2017 | 1 |
| N/a | Asheville, NC | Jun 2015 - Sep 2015 | < 1 |
| Unc Kenan-flagler Business School | Chapel Hill, NC | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MD
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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