Jane Dobisz, financial advisor Wellesley Hills MA

Jane Dobisz

CRD Number: 2933501
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jane Dobisz (CRD# 2933501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Wellesley Hills, MA Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley, MA Aug 1997 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1997
Contact Info for Jane A. Dobisz
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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

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