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Chase Bennett Burdick

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saratoga Springs, NY

Latham, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-23
NY RA APPROVED 2024-11-23
  • TX RA
    APPROVED
    Since 2025-04-23
  • NY RA
    APPROVED
    Since 2024-11-23

Branch Locations

27 Division St, Saratoga Springs, NY 12866 • United States

804 New Loudon Rd, Latham, NY 12110 • 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 Delmar NY 12/2021 Present
Bank Of America Saratoga Springs NY 06/2019 12/2021
Key Bank Niskayuna NY 04/2019 06/2019
Ives Holdings / Jonathan Reid Queensbury NY 09/2017 03/2019
Bank Of America Clifton Park NY 02/2016 09/2017
Bank Of America, N.A. Delmar NY 10/2024 Present
  • 12/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Delmar, NY
  • 06/2019 → 12/2021
    Bank Of America
    Saratoga Springs, NY
  • 04/2019 → 06/2019
    Key Bank
    Niskayuna, NY
  • 09/2017 → 03/2019
    Ives Holdings / Jonathan Reid
    Queensbury, NY
  • 02/2016 → 09/2017
    Bank Of America
    Clifton Park, NY
  • 10/2024 → Present
    Bank Of America, N.A.
    Delmar, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Chase Burdick
  • Chase B Burdick

View on SEC IAPD

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