Best Investors Account Sign in

Stacey Kitay

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Great Neck, NY

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED 2019-08-29
CT RA APPROVED 2019-06-17
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED
    Since 2019-08-29
  • CT RA
    APPROVED
    Since 2019-06-17

Branch Locations

805 Northern Blvd, Great Neck, NY 11021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 08/2018 Present
Sandata Port Washington NY 06/2018 08/2018
Virtuoso Heath Care Group Manhasset NY 07/2016 11/2017
Non-Employment Port Washington NY 08/2017 06/2018
Bank Of America, N.A. Great Neck NY 09/2018 Present
  • 08/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Great Neck, NY
  • 06/2018 → 08/2018
    Sandata
    Port Washington, NY
  • 07/2016 → 11/2017
    Virtuoso Heath Care Group
    Manhasset, NY
  • 08/2017 → 06/2018
    Non-Employment
    Port Washington, NY
  • 09/2018 → Present
    Bank Of America, N.A.
    Great Neck, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14
Other Names
  • Stacey Francine Pinsky
  • Stacey F Pinsky
  • Sf Pinsky

View on SEC IAPD

Other Firms

STONE HILL FIDUCIARY MANAGEMENT, LLC
PALUMBO WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
WEALTHUNITE ADVISORS, LLC
HALO INVESTMENT SERVICES, LLC
MSM FINANCIAL STRATEGIES
KPOINT CAPITAL LLC
SAKA VENTURES, LLC

Other Investors

Marvin Benak
AMANDA M BARCLAY
ERIC SCOTT GOODMAN
Michael Palmer
DANNY XIAO-DI HU
KELLY ANN BRIDGWOOD
BRIAN CHRISTOPHER O'LEARY
NILS ROBERT BOSCH

Other Offices

STONE HILL FIDUCIARY MANAGEMENT, LLC · GREAT NECK, NY
PALUMBO WEALTH MANAGEMENT LLC · GREAT NECK, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Manhasset, NY
WEALTHUNITE ADVISORS, LLC · MANHASSET, NY
HALO INVESTMENT SERVICES, LLC · MANHASSET, NY
MSM FINANCIAL STRATEGIES · MANHASSET, NY
KPOINT CAPITAL LLC · MANHASSET, NY
SAKA VENTURES, LLC · MANHASSET, NY

More in Great Neck, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor