Simone Ibarrondo
CRD Number: 7657551Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Simone Ibarrondo (CRD# 7657551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Union, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Union, NJ | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Union, NJ | Nov 2020 - Current | 3 |
| Rutgers, The State University Of New Jersey | Newark, NJ | Sep 2020 - May 2022 | 1 |
| Unemployed | Clark, NJ | Mar 2020 - Nov 2020 | < 1 |
| Union County College | Cranford, NJ | Sep 2019 - Aug 2020 | < 1 |
| Seventh Sense Botanical Therapy | Elizabeth, NJ | May 2019 - Mar 2020 | < 1 |
| Victoria's Secret | Edison, NJ | Jun 2018 - Nov 2019 | 1 |
| Unemployed | Union, NJ | Jan 2018 - Jun 2018 | < 1 |
| Five Below | Springfield Township, NJ | Apr 2017 - Jan 2018 | < 1 |
| Unemployed | Union, NJ | Jan 2012 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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