Juliana Hyatt, financial advisor Jacksonville FL

Juliana Hyatt

CRD Number: 6571936
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Juliana Hyatt (CRD# 6571936) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL 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 Jacksonville, FL Oct 2015 - Current 6
Flying Iguana Jacksonville, FL Sep 2014 - Sep 2015 1
Roys Restauraunt Jacksonville, FL Aug 2013 - Aug 2014 1
Killarn Country Club Tallahassee, FL Jun 2013 - Aug 2013 < 1
Jamba Juice Jacksonville, FL Aug 2012 - May 2013 < 1
University Of North Florida Jacksonville, FL Jul 2012 - Aug 2012 < 1
Lawton Chiles High School Tallahassee, FL Aug 2008 - Jul 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Juliana T. Hyatt
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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