Noah Safraniec (CRD# 7489603) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Depew, NY and has over 2 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Depew, NY | Mar 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Dec 2022 - Current | 1 |
Key Investment Services LLC | Brooklyn, OH | Jan 2022 - Dec 2022 | < 1 |
Keybank | Fairport, NY | Dec 2020 - Jan 2022 | 1 |
Unemployed | Iowa City, IA | Sep 2020 - Dec 2020 | < 1 |
Best Buy | Coralville, IA | May 2019 - Sep 2020 | 1 |
University Of Iowa | Iowa City, IA | Aug 2017 - May 2020 | 2 |
Quinton's Bar & Deli | Iowa City, IA | Oct 2018 - Dec 2018 | < 1 |
Centegra Healthbridge Fitness Center | Huntley, IL | Dec 2013 - Aug 2018 | 4 |
Caffery Inc. | Iowa City, IA | Mar 2018 - Mar 2018 | < 1 |
University Of Iowa Housing And Dining | Iowa City, IA | Aug 2017 - Oct 2017 | < 1 |
University Of Mississippi | Oxford, MS | Aug 2016 - May 2017 | < 1 |
Crystal Lake South High School | Crystal Lake, IL | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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