Stephen HeiderCRD Number: 732508
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stephen Heider (CRD# 732508) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deer Park, IL and has over 40 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Bank Of America, N.a.||Deer Park, IL||Jun 2011 - Current||11|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Barrington, IL||Nov 1992 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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