Justin HabermehlCRD Number: 6234366
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Justin Habermehl (CRD# 6234366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Great Neck, NY and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Bank Of America N.a.||Great Neck, NY||Oct 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Great Neck, NY||Jun 2014 - Current||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2013 - Jun 2014||< 1|
|St. John's University||Queens, NY||Sep 2009 - Sep 2013||4|
|Boulder Creek Steakhouse||Hicksville, NY||Feb 2011 - Aug 2013||2|
|Sneakerology||Greenvale, NY||Apr 2007 - Jan 2013||5|
|Island Trees Public Schools||Levittown, NY||Sep 2001 - Jun 2009||7|
|Finish Line||Garden City, NY||Jan 2009 - Apr 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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