Michael GlantzCRD Number: 6388681
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Glantz (CRD# 6388681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America N.a.||Winter Park, FL||Dec 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jun 2013 - Current||4|
|Convergex||Orlando, FL||Mar 2013 - Jun 2013||< 1|
|Toojays Gourmet Deli||Orlando, FL||Dec 2008 - Apr 2013||4|
|Valencia College||Orlando, FL||Aug 2008 - Dec 2008||< 1|
|Broward College||Plantation, FL||May 2008 - Aug 2008||< 1|
|Enstiens Bagel||Plantation, FL||May 2005 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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