Todd Hess, financial advisor Saint Thomas VI

Todd Hess

CRD Number: 6713711
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Todd Hess (CRD# 6713711) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Thomas, VI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte Amalie, VI Oct 2016 - Current 5
Lime Tree Beach Pool Bar St. Thomas, VI Mar 2016 - Sep 2016 < 1
Bella Blu St. Thomas, VI Feb 2016 - Jul 2016 < 1
Mahagony Run Golf Course St. Thomas, VI Oct 2015 - Jan 2016 < 1
Dining In Philadelphia, PA Jun 2015 - Oct 2015 < 1
School District Of Philadelphia Philadelphia, PA Sep 2009 - Jul 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Todd A. Hess
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VI
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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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