Kristina Pockl, financial advisor Sewickley PA
93 score

Kristina Pockl

CRD Number: 5293518
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kristina Pockl (CRD# 5293518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sewickley, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Cranberry Twp, PA Dec 2007 - Current 9
Northwestern Mutual Investment Services Pittsburgh, PA Sep 2007 - Dec 2007 < 1
A. G. Edwards & Sons, Inc. Green Tree, PA Feb 2002 - Sep 2007 5
A.g. Edwards &amp; Sons, Inc. Pittsburgh, PA Feb 2002 - Sep 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Kristina M. Pockl
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
  • PA
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
93
Clean Record
This advisor has a clean track record with regulators.

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