Leonard Kushner, financial advisor Delray Beach FL
83 score

Leonard Kushner

CRD Number: 1388397
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Leonard Kushner (CRD# 1388397) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Delray Beach, FL Apr 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach, FL Mar 2014 - Current 2
Unemployed Boca Raton, FL Jan 2014 - Mar 2014 < 1
Td Ameritrade Coral Gables, FL Feb 2013 - Jan 2014 < 1
Mdvip Boca Raton, FL Dec 2012 - Feb 2013 < 1
Unemployed Boca Raton, FL Nov 2012 - Dec 2012 < 1
Leumi Investment Services, Inc. Boca Raton, FL Feb 2008 - Nov 2012 4
Unemployed Boca Raton, FL Apr 2007 - Feb 2008 < 1
Clal Finance Brokerage Tel Aviv, Jan 2004 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S66 NASAA Uniform Combined State Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Leonard B. Kushner
Phone Number: 800-637-7455
Registered State(s):
  • FL
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
83

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