Leah Green, financial advisor Los Angeles CA

Leah Green

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Leah A. Green
Phone Number: 800-637-7455
Registered State(s):
  • CA
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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