Donavyn HardyCRD Number: 6939616
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Donavyn Hardy (CRD# 6939616) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tarzana, CA and has over 4 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|Bank Of America, N.a.||Lancaster, CA||Jan 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lancaster, CA||Nov 2018 - Current||4|
|Wells Fargo Clearing Services LLC||Santa Clarita, CA||Apr 2018 - Oct 2018||< 1|
|Wells Fargo Bank Na||Santa Clarita, CA||May 2014 - Oct 2018||4|
|Southern Oregon University||Ashland, OR||Sep 2012 - Dec 2017||5|
|A'viands||Ashland, OR||Jan 2014 - May 2014||< 1|
|Pier 1 Imports||Valencia, CA||Jul 2013 - Jan 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S65||NASAA Investment Advisors Law Examination||Jun 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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