Wendy Rust (CRD# 4372457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 19 years of experience in the finance industry.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4399512
Savant Wealth Management
CRD# 4147880
Big Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Dover, DE | Nov 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover, DE | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- DE
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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