Maurice LyleCRD Number: 7081091
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Maurice Lyle (CRD# 7081091) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 2 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Bank Of America, N.a.||New York, NY||Dec 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Oct 2019 - Current||3|
|Toyota Of Morristown||Morristown, NJ||Jul 2019 - Oct 2019||< 1|
|Massmutual Financial Group||Saddle Brook, NJ||Oct 2018 - Oct 2019||1|
|Global Automall||North Plainfield, NJ||Jul 2019 - Jul 2019||< 1|
|Dunhill Auto Group||North Brunswick, NJ||Jan 2019 - Apr 2019||< 1|
|Hudson Hyundai LLC||Jersey City, NJ||Apr 2008 - Aug 2018||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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