Juan Lenis, financial advisor Weston FL
89 score

Juan Lenis

CRD Number: 6270780
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Juan Lenis (CRD# 6270780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Weston FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Weston FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Weston FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Weston, FL Apr 2015 - Current 1
Bank Of America, N.a. Weston, FL Apr 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2015 < 1
Morgan Stanley Plantation, FL Nov 2013 - Mar 2015 1
Bank Of America Pembroke Pines, FL May 2012 - Nov 2013 1
Florida International University Miami, FL Aug 2010 - Dec 2012 2
Broward College Davie, FL Aug 2008 - May 2010 1
Cypress Bay High School Weston, FL Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Juan D. Lenis
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.