Michael Knutstrom, financial advisor Santa Fe NM

Michael Knutstrom

CRD Number: 4587503
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Knutstrom (CRD# 4587503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Santa Fe, NM Aug 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Fe, IN Sep 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Michael K. Knutstrom
Phone Number: 800-637-7455
Registered State(s):
  • IN
  • KY
  • NM
  • 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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