Carlie Weinandt, financial advisor Sioux Falls SD

Carlie Weinandt

CRD Number: 7005803
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carlie Weinandt (CRD# 7005803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sioux Falls, SD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls, SD Aug 2018 - Current 5
Bierschbach Equipment & Supply Sioux Falls, SD Sep 2015 - Aug 2018 2
Gpac: Management Recruiters Sioux Falls, SD Jan 2014 - Sep 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Carlie K. Weinandt
Phone Number: 800-637-7455
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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