Brett Puterbaugh, financial advisor Delray Beach FL
88 score

Brett Puterbaugh

CRD Number: 6388071
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brett Puterbaugh (CRD# 6388071) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Delray Beach, FL Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach, FL Aug 2014 - Current 2
Surgefront Growth Strategists Orem, UT May 2013 - Jul 2014 1
Pepperdine Law School Malibu, CA Jun 2011 - May 2013 1
Missionary Training Center Provo, UT Sep 2010 - May 2011 < 1
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Brigham Young University-hawaii Laie, HI Jan 2010 - Apr 2010 < 1
Brigham Young University-hawaii Laie, HI Nov 2009 - Jan 2010 < 1
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Brigham Young University-israel Jerusalem, Aug 2008 - Dec 2008 < 1
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Brigham Young University-hawaii Laie, HI Aug 2007 - May 2008 < 1
The Church Of Jesus Christ Of Latter-day Saints Panama City, Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Brett D. Puterbaugh
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
88
Clean Record
This advisor has a clean track record with regulators.

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