Merri CrockettCRD Number: 1171080
Current Firm: Ubs Financial Services Inc.
Merri Crockett (CRD# 1171080) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Petersburg, FL and has over 30 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ubs Financial Services Inc.||St Petersburg, FL||Oct 2010 - Current||7|
|Morgan Stanley Smith Barney||St. Petersburg, FL||Jun 2009 - Oct 2010||1|
|Morgan Stanley & Company, Incorporated||St. Petersburg, FL||Apr 2007 - Jun 2009||2|
|Dean Witter Reynolds Inc.||Saint Petersburg, FL||Jan 1990 - Apr 2007||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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