Pooja AbhyankarCRD Number: 5975120
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pooja Abhyankar (CRD# 5975120) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensburg, PA and has over 5 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Bank Of America, N.a.||Greensburg, PA||Dec 2012 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greensburg, PA||Aug 2011 - Current||6|
|Southwest Medical Center||Pittsburgh, PA||Mar 2011 - Aug 2011||< 1|
|Unemployed||Pittsburgh, PA||Feb 2011 - Mar 2011||< 1|
|Unemployed||Oak Brook, IL||Sep 2010 - Feb 2011||< 1|
|Unemployed||Pittsburgh, PA||May 2010 - Sep 2010||< 1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2006 - Apr 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
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