Justin Habermehl, financial advisor Great Neck NY
89 score

Justin Habermehl

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Justin E. Habermehl
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
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
89
Clean Record
This advisor has a clean track record with regulators.

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