Grace Kwak (CRD# 7569120) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Marlborough, MA | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sudbury, MA | Jul 2023 - Current | < 1 |
| Boston College Women's Center | Boston, MA | Jan 2022 - May 2023 | 1 |
| Boston College Campus Recreation | Boston, MA | Jan 2022 - May 2023 | 1 |
| Boston College | Boston, MA | Aug 2019 - May 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
| Boston College Office Of First Year Experience | Boston, MA | Jun 2021 - Aug 2021 | < 1 |
| Rts Hagwon | Seoul, | Jun 2021 - Aug 2021 | < 1 |
| Camp Sfs | Seoul, | Jun 2020 - Aug 2020 | < 1 |
| Seoul Foreign High School | Seoul, | Aug 2015 - Jun 2019 | 3 |
| Seoul Foreign Middle School | Seoul, | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CT
- 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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