Crystal AbbeCRD Number: 5729536
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Crystal Abbe (CRD# 5729536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 13 years of experience in the finance industry.
Financial Life Focus, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Westlake Village, CA||Mar 2019 - Current||4|
|Unemployed||Camarillo, CA||Jul 2018 - Mar 2019||< 1|
|Citigroup||Los Angeles, CA||May 2017 - Jul 2018||1|
|Unionbanc Investment Services||Los Angeles, CA||Sep 2011 - May 2017||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
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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