Benjamin Bishop
CRD Number: 6767815Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Benjamin Bishop (CRD# 6767815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Carmel, CA | Jun 2020 - Current | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel, CA | Mar 2017 - Current | 7 |
North Monterey Unified School District | Moss Landing, CA | Nov 2016 - Mar 2017 | < 1 |
Monterey Peninsula College | Monterey, CA | Aug 2016 - Mar 2017 | < 1 |
Unemployed | Carmel, CA | May 2016 - Aug 2016 | < 1 |
Humboldt State University | Arcata, CA | Jan 2016 - May 2016 | < 1 |
Humboldt State University | Arcata, CA | Aug 2015 - Dec 2015 | < 1 |
Environmental Services For The City Of Arcata | Arcata, CA | Jun 2015 - Sep 2015 | < 1 |
Arcata Community Pool | Arcata, CA | Feb 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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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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