Leah GreenCRD Number: 7260972
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Leah Green (CRD# 7260972) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has 1 year of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Bank Of America, N.a.||Los Angeles, CA||Nov 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Jul 2021 - Current||< 1|
|Liam Fitzpatrick's||Lake Mary, FL||May 2021 - Current||1|
|Clover Boutique||Lexington, VA||Mar 2021 - May 2021||< 1|
|Washington And Lee Tennis Center||Lexington, VA||Aug 2020 - May 2021||< 1|
|Bank Of America Merrill Lynch||Westlake Village, CA||Jun 2020 - Aug 2020||< 1|
|Washington And Lee Bookstore||Lexington, VA||Jun 2017 - May 2020||2|
|Providence One Partners||Lake Mary, FL||Jun 2018 - Aug 2019||1|
|Unemployed||Longwood, FL||Apr 1999 - Jun 2017||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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