Jay LasserCRD Number: 6233282
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jay Lasser (CRD# 6233282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 3 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Bank Of America, N.a.||Webster, NY||Mar 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Webster, NY||Jul 2013 - Current||3|
|Gannett||Rochester, NY||Jan 2008 - Jul 2013||5|
|Unemployed||Rochester, NY||Oct 2007 - Jan 2008||< 1|
|Protective Liner Systems||Lithonia, GA||May 2007 - Oct 2007||< 1|
|Guitar Center||Atlanta, GA||Oct 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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