Steven Beimler (CRD# 7065512) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vernon, CT and has over 4 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington, CT | Aug 2021 - Current | 2 |
| Bank Of America N.a. | Farmington, CT | Aug 2021 - Current | 2 |
| Marshalls | West Hartford, CT | Mar 2021 - Current | 3 |
| Citizens Securities Inc. | Middletown, CT | Jan 2020 - Jul 2021 | 1 |
| Citizens Bank | Middletown, CT | Jan 2020 - Jul 2021 | 1 |
| Door Dash Inc. | West Hartford, CT | Jan 2021 - Apr 2021 | < 1 |
| Infinex Investments - Finra Fingerprint | Meriden, CT | Feb 2019 - Jan 2020 | < 1 |
| United Bank | South Windsor, CT | Jan 2017 - Jan 2020 | 3 |
| Ticket Network Inc. | South Windsor, CT | Oct 2017 - Nov 2018 | 1 |
| Whole Food Market | Glastonbury, CT | Feb 2011 - Jan 2017 | 5 |
| United States Army National Guard | Middletown, CT | Oct 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- CT
- TX
-
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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