Susan BollingerCRD Number: 726229
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Susan Bollinger (CRD# 726229) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salt Lake City, UT and has over 41 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Salt Lake City, UT||Aug 1992 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1981|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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