Azin KaiserCRD Number: 6291236
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Azin Kaiser (CRD# 6291236) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 6 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Bank Of America, N.a.||Clayton, MO||May 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Clayton, MO||Nov 2016 - Current||5|
|Webster University||Saint Louis, MO||Jan 2014 - Current||8|
|Cna Construction LLC||Saint Louis, MO||May 2016 - Nov 2016||< 1|
|Axa Advisors LLC||New York, NY||Mar 2016 - May 2016||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Mar 2016 - Mar 2016||< 1|
|Northwestern Mutual Investment Services, LLC||Saint Louis, MO||Nov 2014 - Mar 2016||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Nov 2014 - Mar 2016||1|
|State Farm||Affton, MO||Oct 2014 - Nov 2014||< 1|
|Morgan Stanley||Saint Louis, MO||Jan 2014 - Mar 2014||< 1|
|Cna Construction LLC||Ofallon, MO||Aug 2008 - Dec 2013||5|
|Webster University||Saint Louis, MO||Jan 2010 - Aug 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
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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