Esther Bullard, financial advisor Pennington NJ
88 score

Esther Bullard

CRD Number: 6379834
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Esther Bullard (CRD# 6379834) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ 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. Yardley, PA Feb 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Yardley, PA Jun 2014 - Current 2
Penn State University State College, PA Aug 2013 - May 2014 < 1
Penn State Aquatics State College, PA Jun 2013 - Aug 2013 < 1
Penn State University State College, PA Aug 2012 - May 2013 < 1
Lmt Pool Yardley, PA May 2012 - Aug 2012 < 1
Penn State University State College, PA Aug 2011 - May 2012 < 1
Morgan Stanley Yardley, PA May 2011 - Aug 2011 < 1
Penn State University State College, PA Aug 2010 - May 2011 < 1
Lmt Pool Yardley, PA May 2010 - Aug 2010 < 1
Pennsbury High School Fairless Hills, PA Aug 2009 - May 2010 < 1
Lmt Pool Yardley, PA May 2009 - Aug 2009 < 1
Carluccis Express Yardley, PA Apr 2009 - Aug 2009 < 1
Pennsbury High School Fairless Hills, PA Aug 2008 - May 2009 < 1
Lmt Pool Yardley, PA May 2008 - Aug 2008 < 1
Pennsbury High School Fairless Hills, PA Aug 2007 - May 2008 < 1
Lmt Pool Yardley, PA May 2007 - Aug 2007 < 1
Pennsbury High School Fairless Hills, PA Aug 2006 - May 2007 < 1
Lmt Pool Yardley, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Esther Bullard
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • PA
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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