Kelli Czynszak, financial advisor Deland FL
93 score

Kelli Czynszak

CRD Number: 4464571
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kelli Czynszak (CRD# 4464571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deland, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Deland, FL Apr 2012 - Current 4
Morgan Stanley Smith Barney Winter Park, FL Oct 2011 - Apr 2012 < 1
Wells Fargo Advisors LLC Daytona Beach, FL Dec 2009 - Oct 2011 1
Unemployed None, FL May 2009 - Dec 2009 < 1
20/20 Financial Advisors Of Daytona Beach Ormand Beach, FL Jan 2005 - May 2009 4
Ameritas Investment Corp. Lincoln, NE Oct 2003 - May 2009 5
The Advisors Group Bethesda, MD Jan 2003 - May 2009 6
Ameritasacacia Ormond Beach, FL Jan 2003 - May 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Kelli Czynszak
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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