Derek Vadnais, financial advisor Lincoln RI

Derek Vadnais

CRD Number: 6174853
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Derek Vadnais (CRD# 6174853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 4 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America, N.a. Lincoln, RI Aug 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI May 2017 - Current 4
1924 Prime High Point, NC Jan 2017 - May 2017 < 1
High Point University High Point, NC Aug 2016 - May 2017 < 1
Northwestern Mutual Providence, RI May 2016 - Jan 2017 < 1
High Point University High Point, NC Aug 2015 - May 2016 < 1
Grist Mill Pool And Tennis Club Seekonk, MA May 2015 - Jun 2015 < 1
High Point University High Point, NC Aug 2014 - May 2015 < 1
World Gym Seekonk, MA May 2014 - Aug 2014 < 1
High Point University High Point, NC Aug 2013 - May 2014 < 1
World Gym Seekonk, MA Jun 2012 - Aug 2013 1
Bishop Hendricken High School Warwick, RI Aug 2009 - Jun 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Derek Vadnais
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • 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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