Michael KarlewiczCRD Number: 6347302
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Karlewicz (CRD# 6347302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Nyack, NY and has over 5 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Bank Of America, N.a.||West Nyack, NY||Aug 2016 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||West Nyack, NY||Jun 2016 - Current||5|
|Rutgers University||New Brunswick, NJ||Sep 2014 - May 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||West Nyack, NY||Jun 2015 - Aug 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||West Nyack, NY||Jun 2014 - Aug 2014||< 1|
|Bergen Community College||Paramus, NJ||Sep 2012 - Aug 2014||1|
|Prestige Holdings||Ramsey, NJ||Dec 2012 - May 2014||1|
|Abercrombie & Fitch||West Nyack, NY||Nov 2013 - Feb 2014||< 1|
|Ups||Rockland County, NY||Dec 2012 - Dec 2012||< 1|
|Unemployed||Nanuet, NY||May 2012 - Sep 2012||< 1|
|West Virginia University||Morgantown, WV||Sep 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
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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