Cole GennettCRD Number: 7221504
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cole Gennett (CRD# 7221504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Dec 2021 - Current||1|
|Bank Of America, N.a.||New York, NY||Apr 2020 - Sep 2021||1|
|Merrill Lync, Pierce, Fenner & Smith Incorporated||New York, NY||Jan 2020 - Sep 2021||1|
|Samsung||Ridgefield Park, NJ||Sep 2019 - Jan 2020||< 1|
|Universal Music Group||New York, NY||Jan 2019 - Aug 2019||< 1|
|Mairst College||Poughkeepsie, NY||Aug 2016 - May 2019||2|
|Wdf Construction||Mount Vernon, NY||Jun 2018 - Aug 2018||< 1|
|Riverstrong Capital||Brooklyn, NY||Jun 2017 - Aug 2017||< 1|
|Pure Telecom||Putnum Valley, NY||Aug 2016 - Dec 2016||< 1|
|Luxottica Group||Central Valley, NY||Apr 2016 - Aug 2016||< 1|
|Rockland Community College||Rockland, NY||Aug 2015 - Jun 2016||< 1|
|Michael Kors||Central Valley, NY||Aug 2015 - Nov 2015||< 1|
|Monroe Woodbury School District||Central Valley, NY||Feb 2010 - Jun 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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