Cassandra LeitsingerCRD Number: 6752357
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cassandra Leitsinger (CRD# 6752357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 2 years of experience in the finance industry.
Context Financial LLC
Ameriprise Financial Services, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lexington, KY||Jan 2017 - Current||4|
|University Of Kentucky||Lexington, KY||Aug 2016 - May 2018||1|
|Fifth Third Bank||Union, KY||Aug 2015 - Feb 2017||1|
|Unemployed||Union, KY||Apr 2015 - May 2015||< 1|
|Dick's Sporting Goods, Inc.||Florence, KY||Jul 2014 - Apr 2015||< 1|
|Larry A Ryle High School||Union, KY||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
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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