Michael Leahy (CRD# 6135729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Middletown, NJ and has over 2 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5911611
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plainfield, NJ | Mar 2021 - Current | 3 |
| Bank Of America, N.a. | Plainfield, NJ | Mar 2021 - Current | 3 |
| Nylife Securities LLC | Saddlebrook, NJ | Sep 2020 - Mar 2021 | < 1 |
| New York Life Insurance Co | Saddlebrook, NJ | Apr 2020 - Mar 2021 | < 1 |
| Gamestop | Hamilton, NJ | Mar 2017 - Feb 2020 | 2 |
| At&t | Lawrenceville, NJ | Feb 2013 - Mar 2019 | 6 |
| Lowes | Langhorne, PA | Mar 2017 - Apr 2017 | < 1 |
| Ups | Hamilton, NJ | Dec 2016 - Jan 2017 | < 1 |
| Axa | Woodbridge, NJ | Oct 2016 - Dec 2016 | < 1 |
| Unemployed | Princeton, NJ | Feb 2016 - Oct 2016 | < 1 |
| Merrill Lynch | Pennigton, NJ | Nov 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- NJ
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.