David StewartCRD Number: 7458764
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Stewart (CRD# 7458764) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lutherville-Timonium, MD and has 1 year of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Bank Of America, N.a.||Columbia, MD||Dec 2021 - Current||< 1|
|Door Dash||Towson, MD||Feb 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Columbia, MD||Nov 2009 - Current||12|
|Bank Of America||Baltimore, MD||Nov 2009 - Sep 2021||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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