Michael Liik, financial advisor Pennington NJ

Michael Liik

CRD Number: 5426398
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Liik (CRD# 5426398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Mar 2020 - Current < 1
Malecki Law New York, NY Oct 2018 - Mar 2020 1
Unemployed River Vale, NJ Jul 2018 - Sep 2018 < 1
Tower Legal Solutions New York, NY Nov 2017 - Jun 2018 < 1
Unemployed River Vale, NJ Jun 2017 - Oct 2017 < 1
John Jay Legal Services White Plains, NY Jun 2015 - May 2017 1
Pace University School Of Law White Plains, NY Aug 2014 - May 2017 2
Primerica Financial Services Oakland, NJ Jun 2016 - Dec 2016 < 1
Pfs Investments Inc. Oakland, NJ Jun 2016 - Dec 2016 < 1
Prudential Investment Management Services LLC Newark, NJ Apr 2014 - Aug 2014 < 1
Prudential Insurance Company Of America Newark, NJ Apr 2014 - Aug 2014 < 1
Alts Investment Group Boston, MA Jan 2013 - Apr 2014 1
Unemployed West New York, NJ Aug 2012 - Dec 2012 < 1
Focusshares, LLC Montvale, NJ Feb 2010 - Jul 2012 2
Focusshares LLC Montvale, NJ Sep 2007 - Jul 2012 4
Focusshares Montvale, NJ Sep 2007 - Jul 2012 4
Msg Holdings, LP New York, NY Aug 2002 - Jan 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Michael Liik
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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