Jeffrey Smulevitz, financial advisor Hewlett NY
88 score

Jeffrey Smulevitz

CRD Number: 6227365
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey Smulevitz (CRD# 6227365) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hewlett, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hewlett, NY Apr 2014 - Current 2
Jh Darbie & Company, Inc. New York, NY Sep 2013 - Apr 2014 < 1
Cuny- Queens College Flushing, NY Jan 2011 - Feb 2014 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hewlett, NY Jul 2013 - Sep 2013 < 1
Hasc Homes Brooklyn, NY Oct 2012 - Mar 2013 < 1
Mvp Basketball Camp Seneca Lake, PA Aug 2012 - Aug 2012 < 1
Hasc Summer Camp Parksville, NY Jun 2012 - Aug 2012 < 1
Mvp Basketball Camp Seneca Lake, PA Aug 2011 - Aug 2011 < 1
Hasc Summer Camp Parksville, NY Jun 2011 - Aug 2011 < 1
Yeshivat Reishit Yerushalayim Beit Shemesh, Aug 2009 - Jan 2011 1
Camp Nesher Lakewood, PA Jun 2009 - Aug 2009 < 1
Rambam Mesivta Lawrence, NY Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Jeffrey S. Smulevitz
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NJ
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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