Leon Eady, financial advisor Jacksonville FL
76 score

Leon Eady

CRD Number: 6329424
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Leon Eady (CRD# 6329424) 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
Bank Of America, N.a. Jacksonville, FL Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Apr 2014 - Current 2
Unemployed Jacksonville, FL Sep 2013 - Apr 2014 < 1
Bank Of America Jacksonville, FL Dec 2012 - Sep 2013 < 1
Solomon Page Group Jacksonville, FL May 2012 - Dec 2012 < 1
Unemployed Jacksonville, FL Apr 2012 - May 2012 < 1
Phh Corporation Jacksonville, FL Apr 2012 - Apr 2012 < 1
Solomon Page Group Jacksonville, FL Jul 2011 - Apr 2012 < 1
Citibank Jacksonville, FL Jan 2002 - Jun 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Leon Eady
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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
76

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