Spencer Greenfeder
CRD Number: 7066349Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Spencer Greenfeder (CRD# 7066349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, FL and has over 5 years of experience in the finance industry.
CRD# 2693512
Prudential Financial Planning Services
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6814558
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston, FL | Jan 2019 - Current | 5 |
| Greenfeder Holdings LLC | Fort Lauderdale, FL | Nov 2016 - Current | 7 |
| Onesubsea - A Schlumberger Company | Houston, TX | Sep 2014 - Sep 2016 | 2 |
| Extended Travel | Tel Aviv, | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CO
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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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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