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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- NY
- TX
-
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)
- Commissions
- 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.