Stephen WolfeCRD Number: 6468777
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stephen Wolfe (CRD# 6468777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 6 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Jacksonville, FL||Oct 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Mar 2015 - Current||6|
|Unemployed||Jacksonville, FL||Feb 2015 - Mar 2015||< 1|
|Abbey Carpet & Floor||Jacksonville, FL||Jun 2014 - Feb 2015||< 1|
|Value Place Jacksonville||Jacksonville, FL||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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