Stacey KimCRD Number: 5950885
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stacey Kim (CRD# 5950885) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 5 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Jun 2011 - Current||5|
|New York University||New York, NY||Sep 2010 - May 2011||< 1|
|Macquarie Capital Funds||New York, NY||Jun 2010 - Aug 2010||< 1|
|New York University||New York, NY||May 2010 - May 2010||< 1|
|Morgen, Evan & Company||New York, NY||Nov 2009 - Apr 2010||< 1|
|New York University||New York, NY||Sep 2009 - Oct 2009||< 1|
|Professor Grigory Vilkov||New York, NY||Jul 2009 - Aug 2009||< 1|
|New York University||New York, NY||Jun 2009 - Jun 2009||< 1|
|A. Churchill International Education||Shanghai,||Apr 2009 - May 2009||< 1|
|New York University||New York, NY||Sep 2008 - Mar 2009||< 1|
|Samsung Electronics America||Ridgefield Park, NJ||Jun 2008 - Aug 2008||< 1|
|New York University||New York, NY||Jun 2007 - May 2008||< 1|
|Sony Electronics Inc.||Park Ridge, NJ||Nov 2006 - May 2007||< 1|
|Academy For The Advancement Of Science And Technology||Hackensack, NJ||Sep 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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