Michael Wattick
CRD Number: 3170419Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Wattick (CRD# 3170419) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 19 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 4276969
Sri Investing
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Summit, NJ | Jun 2011 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jan 2008 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- NJ
- TX
-
Total Assets Under Management639,574MILLIONS
-
Total Number of Accounts1,831,494ACCOUNTS
-
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.