Kalina Tsvetanova-Bringle, financial advisor Key West FL

Kalina Tsvetanova-Bringle

CRD Number: 6304083
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kalina Tsvetanova-Bringle (CRD# 6304083) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Key West, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Key West, FL Aug 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Key West, FL Jun 2019 - Current 2
Wells Fargo Clearing Services, LLC Key West, FL Nov 2016 - Jun 2019 2
Wells Fargo Bank Na Key West, FL Aug 2011 - Jun 2019 7
Wells Fargo Advisors, LLC Key West, FL Feb 2014 - Nov 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Kalina Tsvetanova-Bringle
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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