Coty Schnake (CRD# 6776981) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 6 years of experience in the finance industry.
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1269596
Spc
CRD# 2629994
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Lewes, DE | Sep 2020 - Current | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Sep 2017 - Sep 2020 | 3 |
| Morgan Stanley | Annapolis, MD | May 2017 - Sep 2020 | 3 |
| Suntrust Bank | Annapolis, MD | Mar 2017 - May 2017 | < 1 |
| Wells Fargo Bank, N.a. | Linthicum, MD | Mar 2016 - Mar 2017 | 1 |
| Gnc | Annapolis, MD | Dec 2014 - Mar 2016 | 1 |
| La Fitness | Lansdowne, MD | Aug 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- DE
- FL
- MD
- NJ
- NC
- PA
- WV
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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