Justin Staie, financial advisor Scotia NY
88 score

Justin Staie

CRD Number: 6374692
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Justin Staie (CRD# 6374692) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scotia, NY 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. Latham, NY Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham, NY Jul 2014 - Current 2
Wells Fargo Saratoga Springs, NY May 2014 - Jul 2014 < 1
Bank Of America Saratoga Springs, NY Apr 2013 - May 2014 1
Carbone Subaru Troy, NY Jun 2012 - Apr 2013 < 1
Goldstein Subaru Albany, NY Sep 2011 - May 2012 < 1
Bank Of America Saratoga Springs, NY May 2011 - Apr 2012 < 1
Wells Fargo Latham, NY Sep 2010 - May 2011 < 1
Unemployed Malta, NY Jun 2010 - Aug 2010 < 1
Banner County Bank Saratoga Springs, NY Sep 2009 - May 2010 < 1
American Federal Bank Saratoga Springs, NY Jul 2008 - Aug 2009 1
Eagle National Bank Saratoga Springs, NY Nov 2007 - Jun 2008 < 1
First Guarantee Mortgage Saratoga Springs, NY Jan 2007 - Nov 2007 < 1
Vector Marketing Albany, NY Oct 2004 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Justin Staie
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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