Benjamin AlbaitisCRD Number: 5963530
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Benjamin Albaitis (CRD# 5963530) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 9 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Bank Of America, N.a.||Houston, TX||May 2014 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Mar 2014 - Current||8|
|Unemployed||Houston, TX||Jan 2014 - Mar 2014||< 1|
|Edward Jones||St Louis, MO||May 2013 - Jan 2014||< 1|
|Western & Southern Life||Houston, TX||Mar 2012 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
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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