Frederick Heath, financial advisor Boulder CO

Frederick Heath

CRD Number: 3256003
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick Heath (CRD# 3256003) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Reston, VA Dec 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Vienna, VA Apr 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1999
Contact Info for Frederick W. Heath
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CO
  • VA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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