Kaitlyn Stanton-TaddeoCRD Number: 6448510
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kaitlyn Stanton-Taddeo (CRD# 6448510) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden City, NY and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Jul 2019 - Current||2|
|Ubs Financial Services Inc.||New York, NY||Jan 2017 - Jul 2019||2|
|Shoreham Wading River School District||Shoreham, NY||Oct 2016 - Nov 2016||< 1|
|Ubs||Weekhawken, NJ||Jun 2016 - Oct 2016||< 1|
|Full-time Education||Fairfield, CT||Jun 2012 - Jun 2016||4|
|Midmarket Capital Partners||New York, NY||Jul 2015 - Aug 2015||< 1|
|Oppenheimer & Company Inc.||Stamford, CT||Jan 2015 - Jul 2015||< 1|
|Full-time Student||Shoreham, NY||Jun 2006 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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