Vita SechrestCRD Number: 6752341
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Vita Sechrest (CRD# 6752341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 2 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Bank Of America, N.a.||Walnut Creek, CA||Aug 2018 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Walnut Creek, CA||Jul 2018 - Current||3|
|Unemployed||San Francisco, CA||Apr 2018 - Jul 2018||< 1|
|Merill Lynch Pierce Fenner & Smith||Chicago, IL||Feb 2017 - Apr 2018||1|
|University Of Notre Dame||Chicago, IL||Jan 2017 - Dec 2017||< 1|
|University Of Notre Dame||South Bend, IN||Jan 2010 - Dec 2017||7|
|Unemployed||San Francisco, CA||Nov 2016 - Dec 2016||< 1|
|Gap Inc.||San Francisco, CA||Mar 2014 - Nov 2016||2|
|Unemployed||Walnut Creek, CA||Aug 2014 - Nov 2014||< 1|
|Nordstrom||Walnut Creek, CA||Nov 2013 - Mar 2014||< 1|
|Nordstrom||Walnut Creek, CA||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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