Chase
Vaseleou
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Chase Vaseleou is a financial advisor based in Bozeman, Montana, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Chase has previously held positions at Penn Mutual Life Insurance Company, Morgan Stanley Smith Barney, Hornor Townsend & Kent Inc, Park Avenue Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and Guardian Life Insurance Co Of America. Chase has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alaska, Idaho, Indiana, Montana, Texas, Utah, and Washington. Currently, Chase is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Bozeman, Montana. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Chase Vaseleou Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Park Avenue Securities, LLC
Guardian Life Insurance Co Of America
Penn Mutual Life Insurance Company
Hornor Townsend & Kent Inc
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Chase Vaseleou to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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