Rasa Petrauskaite, financial advisor Menlo Park CA
90 score

Rasa Petrauskaite

CRD Number: 6176487
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rasa Petrauskaite (CRD# 6176487) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Menlo Park, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor Menlo Park CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
Shijun Liu, financial advisor Menlo Park CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Similar Advisors
Bill Martin, financial advisor Menlo Park CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Score
107
Company Name Location Dates Years
Bank Of America, N.a. Menlo Park, CA Feb 2017 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park, CA Sep 2016 - Current 1
First American National Investment Advisors Campbell, CA Apr 2016 - Sep 2016 < 1
Freedom Equity Group Campbell, CA Dec 2015 - Sep 2016 < 1
World Financial Group, Inc. San Jose, CA Dec 2012 - Apr 2016 3
Transamerica Financial Advisors, Inc. San Jose, CA Jan 2015 - Dec 2015 < 1
Transamerica Financial Advisors, Inc. San Jose, CA Mar 2013 - Jan 2014 < 1
Uc Berkeley Extension Berkeley, CA Feb 2012 - Dec 2012 < 1
Talent Burst /applied Biosystems Foster City, CA Apr 2011 - Feb 2012 < 1
Life Technologies / Smith Hanley Consulting Group Llc/inventiv Foster City, CA Feb 2010 - Feb 2012 2
John Casablancas Modeling San Jose, CA Oct 2011 - Jan 2012 < 1
Life Technologies Corporation Foster City, CA Feb 2010 - May 2010 < 1
Unemployed San Carlos, CA Oct 2009 - Feb 2010 < 1
Arbor Vita Corporation Fremont, CA Apr 2009 - Oct 2009 < 1
Life Technologies Corporation Foster City, CA Feb 2009 - Sep 2009 < 1
The Cheesecake Factory Palo Alto, CA Mar 2009 - Jul 2009 < 1
Pacrimbio At Mmri Sunnyvale, CA Jul 2008 - Jul 2009 1
Swarthmore College Swarthmore, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2015
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Rasa Petrauskaite
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.