David Lachowski, financial advisor Portland OR
93 score

David Lachowski

CRD Number: 5892118
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Lachowski (CRD# 5892118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Portland, OR Jan 2011 - Current 5
Bank Of America Na Portland, OR Jan 2011 - Current 5
Unemployed Portland, OR Oct 2008 - Jan 2011 2
Vignette Corporation Austin, TX Jan 2008 - Oct 2008 < 1
Imageware Systems San Diego, CA Oct 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for David A. Lachowski
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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