Deanne SteeleCRD Number: 7040891
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Deanne Steele (CRD# 7040891) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lufkin, TX and has over 3 years of experience in the finance industry.
Kovar Wealth Management
Sanctuary Advisors, LLC
Sanctuary Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Diego, CA||Oct 2019 - Current||3|
|Bank Of America Private Bank||San Diego, CA||Aug 2007 - Oct 2019||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
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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