Max BorgusCRD Number: 7117319
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Max Borgus (CRD# 7117319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 2 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Lincoln, RI||Nov 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||May 2019 - Current||3|
|Lyft||Providence, RI||Sep 2017 - Current||5|
|U.s. Army||Middletown, CT||May 2015 - Current||7|
|Nescor||Lincoln, RI||Feb 2019 - Mar 2019||< 1|
|Bankers Life||Wariwck, RI||Jun 2018 - Jan 2019||< 1|
|Maccoll Ymca||Lincoln, RI||Jun 2017 - Jun 2018||1|
|Liddle Tots Ii Teens||Warwick, RI||Jun 2015 - Jun 2017||2|
|Saint Bonaventure University||Saint Bonaventure, NY||Aug 2013 - May 2017||3|
|Swain Ski Resort||Swain, NY||Jan 2014 - Mar 2017||3|
|Town Of Nunda||Nunda, NY||May 2014 - Sep 2014||< 1|
|Glenn Iris Inn||Castile, NY||Aug 2012 - Sep 2014||2|
|Keshequa Central School||Nunda, NY||Sep 2008 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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