Blake AnthonyCRD Number: 6669308
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Blake Anthony (CRD# 6669308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Bank Of America, N.a.||Santa Monica, CA||Sep 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Santa Monica, CA||Jun 2018 - Current||4|
|Merrill Lynch Pierce Fenner & Smith||Beverly Hills, CA||Dec 2017 - May 2018||< 1|
|University Of Oregon||Eugene, OR||Sep 2014 - Dec 2017||3|
|Merrill Lynch Pierce Fenner & Smith||Beverly Hills, CA||Jun 2017 - Oct 2017||< 1|
|Merrill Lynch Pierce Fenner & Smith||Beverly Hills, CA||Jun 2016 - Aug 2016||< 1|
|Pacific Sunwear||Santa Monica, CA||Jun 2015 - Sep 2015||< 1|
|Unemployed||Malibu, CA||May 2014 - Aug 2014||< 1|
|Indiana University||Bloomington, IN||Aug 2013 - May 2014||< 1|
|High School||Los Angeles, CA||Aug 2009 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
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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