Seanna Makepeace, financial advisor Saint Petersburg FL

Seanna Makepeace

CRD Number: 6883704
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seanna Makepeace (CRD# 6883704) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Saint Petersburg, FL Jul 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg, FL Apr 2019 - Current 1
Self Employed Saint Petersburg, FL Oct 2018 - Current 2
Self Employed St Petersburg, FL Nov 2017 - May 2019 1
First Command Financial Planning Inc. Fort Worth, TX Nov 2017 - Jan 2019 1
Pnc Bank Sarasota, FL Nov 2016 - Nov 2017 1
Launchzon Sarasota, FL Sep 2016 - Nov 2016 < 1
Unemployed Sarasota, FL Jul 2016 - Sep 2016 < 1
Suntrust Bank Sarasota, FL Aug 2015 - Jun 2016 < 1
University Of South Florida Sarasota, FL Jan 2015 - Oct 2015 < 1
Wells Fargo Bank Sarasota, FL May 2013 - Jan 2015 1
Unemployed Sarasota, FL Sep 2012 - May 2013 < 1
Us Army Ft Meade, MD Sep 2006 - Sep 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Seanna M. Makepeace
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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