Sandra UzdavinisCRD Number: 816472
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sandra Uzdavinis (CRD# 816472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 31 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eisneramper Wealth Management & Corporate Benefits, LLC
Blackrock Investment Management, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Feb 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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