Donovan EngelbrechtCRD Number: 5421586
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Donovan Engelbrecht (CRD# 5421586) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 10 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Mar 2014 - Current||4|
|Suntrust Bank||Durham, NC||Mar 2013 - Feb 2014||< 1|
|Fidelity Investments||Cary, NC||Dec 2011 - Mar 2013||1|
|Lechris Counseling||Morehead City, NC||Jul 2011 - Sep 2011||< 1|
|Allstate Financial||Morehead City, NC||Jul 2010 - Jul 2011||1|
|Edward Jones||St Louis, MO||Feb 2010 - Jun 2010||< 1|
|Ymca Hickory Foundation||Hickory, NC||Sep 2009 - Feb 2010||< 1|
|North Carolina State University||Raleigh, NC||Aug 2006 - Dec 2009||3|
|Fidelity Brokerage Services LLC||Cary, NC||Jan 2008 - Dec 2008||< 1|
|Fidelity Investments||Cary, NC||Jul 2007 - Dec 2008||1|
|Duke Alumni And Development Records||Durham, NC||Apr 2007 - May 2007||< 1|
|Vector Marketing||Raleigh, NC||Jan 2007 - Apr 2007||< 1|
|Carteret Community College||Morehead City, NC||Aug 2004 - Aug 2006||2|
|Lechris Counseling||Morehead City, NC||Aug 2004 - Aug 2006||2|
|Blue Water Pool Management||Greenville, NC||May 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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, WY
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