Stefanos Bezanis, financial advisor Orland Park IL
88 score

Stefanos Bezanis

CRD Number: 6092765
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stefanos Bezanis (CRD# 6092765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orland Park, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Orland Park, IL Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park, IL Jun 2014 - Current 2
Kam's Bar Champaign, IL May 2011 - May 2014 3
University Of Illinois Champaign-urbana, IL Aug 2010 - May 2014 3
Ace-it Facilitator U Of I Champaign-urbana, IL Aug 2011 - Oct 2013 2
Financial Strategy Network Chicago, IL May 2013 - Aug 2013 < 1
Merrill Lynch Orland Park, IL May 2012 - Aug 2012 < 1
Ideal Heating Company Brookfield, IL May 2011 - Aug 2011 < 1
Hinsdale Central Highschool Hinsdale, IL Aug 2006 - Jul 2010 3
Ymca Camp Minikani Hubertus, WI Jun 2009 - Jul 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Stefanos Bezanis
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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