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 18 years of experience in the finance industry.
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 4276969
SRI Investing
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Jan 2008 - Current | 9 |
| Morgan Stanley & Company, Incorporated | Short Hills, NJ | Apr 2007 - Jan 2008 | < 1 |
| Morgan Stanley Dw Inc. | Short Hills, NJ | May 2003 - Apr 2007 | 3 |
| 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 Management575,342MILLIONS
-
Total Number of Accounts1,715,259ACCOUNTS
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Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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
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