Carina Gerscovich, financial advisor Orlando FL
90 score

Carina Gerscovich

CRD Number: 5936803
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carina Gerscovich (CRD# 5936803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Winter Park, FL Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park, FL Feb 2016 - Current < 1
Edward Jones St Louis, MO Sep 2012 - Feb 2016 3
Edward Jones Charleston, SC Jun 2011 - Sep 2012 1
Nanny Charleston, SC Jan 2011 - Jun 2011 < 1
Ocean Room At The Sanctuary Kiawah Isalnd, SC May 2009 - Jan 2011 1
Charleston Concert Association Charleston, SC Aug 2010 - Dec 2010 < 1
Nanny Chalreston, SC Feb 2010 - Dec 2010 < 1
College Of Charleston Charleston, SC Aug 2004 - Dec 2010 6
Mad River Bar And Grille Charleston, SC May 2009 - Aug 2009 < 1
Taylor Music Group Charleston, SC May 2008 - Jun 2009 1
Nanny Charleston, SC May 2007 - Aug 2007 < 1
Jojo Boutique Charleston, SC May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Carina L. Gerscovich
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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