Brian Slattery (CRD# 6718578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 2 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown, NY | Nov 2021 - Current | 2 |
| Bank Of America N.a. | Smithtown, NY | Nov 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown, NY | Oct 2016 - Nov 2021 | 5 |
| Stony Brook University | Stony Brook, NY | Aug 2017 - May 2020 | 2 |
| Suffolk Community College | Selden, NY | Aug 2015 - May 2017 | 1 |
| Town Of South Hampton | South Hampton, NY | Jun 2016 - Sep 2016 | < 1 |
| Town Of South Hampton | South Hampton, NY | Jun 2015 - Sep 2015 | < 1 |
| Suny Oswego | Oswego, NY | Aug 2012 - May 2015 | 2 |
| Town Of Smithtown | Smithtown, NY | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NY
- 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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