Malcolm Baird (CRD# 1696137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 28 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America,n.a. | Rockledge, FL | Jun 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merritt Island, FL | Dec 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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