Nadejda Mocan (CRD# 7481679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ashland, MA | Nov 2021 - Current | 2 |
| Bank Of America, N.a. | Ashland, MA | Nov 2021 - Current | 2 |
| Bank Of America | Redwood City, CA | Jan 2019 - Nov 2021 | 2 |
| E&m Auto Consulting | Worcester, MA | Jan 2018 - Dec 2019 | 1 |
| E&m Auto Consulting | Worcester, MA | Jul 2017 - Jan 2018 | < 1 |
| National Army Of Republic Of Moldova | Chisinau, | Sep 2014 - Jun 2017 | 2 |
| Academy Of Economic Studies Of Republic Of Moldova | Chisinau, | Sep 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CT
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- 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 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
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