Mary Beth Chavez, financial advisor Reston VA

Mary Beth Chavez

CRD Number: 3053194
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mary Beth Chavez (CRD# 3053194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Santa Fe, NM Jan 2010 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Feb 1998 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Mary Beth Chavez
Phone Number: 800-637-7455
Registered State(s):
  • DC
  • MD
  • NM
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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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