Amanda Haack, financial advisor San Diego CA

Amanda Haack

CRD Number: 5602501
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Amanda Haack (CRD# 5602501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mission Viejo, CA Mar 2016 - Current 8
Bank Of America, N.a. Mission Viejo, CA Mar 2016 - Current 8
Securian Financial Services St. Paul, MN Jun 2009 - Mar 2016 6
Tax And Financial Newport Beach, CA Sep 2008 - Mar 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Amanda C. Haack
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, WY

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