Carsen Sanchez, financial advisor Lehigh Acres FL

Carsen Sanchez

CRD Number: 7462579
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carsen Sanchez (CRD# 7462579) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lehigh Acres, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lehigh Acres, FL Nov 2021 - Current 1
Bank Of America N.a. Lehigh Acres, FL Nov 2021 - Current 1
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
Unemployed New Haven, VT Jun 1998 - May 2013 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Carsen H. Sanchez
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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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