Carsen Sanchez (CRD# 7462579) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brooklyn, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lehigh Acres, FL | Nov 2021 - Current | 2 |
| Bank Of America N.a. | Lehigh Acres, FL | Nov 2021 - Current | 2 |
| Fifth Third Bank | Cape Coral, FL | Aug 2021 - Sep 2021 | < 1 |
| First Citizens Bank | Southern Pines, NC | Oct 2020 - Jul 2021 | < 1 |
| North Carolina Republican Party | Fayetteville, NC | Feb 2020 - Jul 2020 | < 1 |
| Methodist University | Fayetteville, NC | Aug 2016 - May 2020 | 3 |
| Mens Wearhouse | Fayetteville, NC | Sep 2019 - Feb 2020 | < 1 |
| Middlebury College | Middlebury, VT | Jun 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- FL
- NY
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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