Steven Eckna, financial advisor Garden City NY
93 score

Steven Eckna

CRD Number: 3035296
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Steven Eckna (CRD# 3035296) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden City, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Garden City, NY Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City, NY May 2014 - Current 2
Unemployed Gc, NY Feb 2013 - May 2014 1
Cantor Fitzgerald New York, NY Jun 2011 - Feb 2013 1
Macquarie New York, NY Jun 2009 - Jun 2011 2
Unemployed Gc, NY Dec 2008 - Jun 2009 < 1
Jefferies New York, NY May 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Mar 2000
Contact Info for Steven E. Eckna
Phone Number: 800-637-7455
Registered State(s):
  • CT
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
93
Clean Record
This advisor has a clean track record with regulators.

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