Stacey KitayCRD Number: 7005801
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stacey Kitay (CRD# 7005801) 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.
Park Avenue Securities LLC
Hightower Advisors, LLC
|Bank Of America, N.a.||Great Neck, NY||Sep 2018 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Great Neck, NY||Aug 2018 - Current||4|
|Sandata||Port Washington, NY||Jun 2018 - Aug 2018||< 1|
|Non-employment||Port Washington, NY||Aug 2017 - Jun 2018||< 1|
|Virtuoso Heath Care Group||Manhasset, NY||Jul 2016 - Nov 2017||1|
|Various||Port Washington, NY||Jun 2004 - Jun 2016||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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