Edward SorkinCRD Number: 1312611
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Sorkin (CRD# 1312611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fenwick Island, DE and has over 33 years of experience in the finance industry.
Boraski, John Q
Investacorp Advisory Services Inc.
H. Beck, Inc.
|Bank Of America, N.a.||Bethesda, MD||Jun 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bethesda, MD||Oct 2008 - Current||9|
|Morgan Stanley & Company, Incorporated||Potomac, MD||Apr 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1991|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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