Amy Stratford, financial advisor Deer Park IL

Amy Stratford

CRD Number: 4466294
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Amy Stratford (CRD# 4466294) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deer Park, IL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Chicago, IL May 2001 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Amy N. Stratford
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • IL
  • OH
  • TX
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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