Salvatore
Salerno

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7368543
Investment Advisor
in Phoenix, AZ

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About this Advisor

Salvatore Salerno is a financial advisor based in Phoenix, Arizona, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Salvatore has previously held positions at Td Ameritrade, Blue Signal Search, Offer Accepted - Extended Travel, South University, Arizona State University, Syracuse University, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Salvatore has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Salvatore is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Phoenix, Arizona. 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2555 E Camelback Rd
Phoenix, AZ 85016

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

AZ Average: $7,464,549,021
Total Number of Employees

34,934

AZ Average: 88
Total Number of Accounts

2,911,578

AZ Average: 3,892
Average Account Size

$436,737

AZ Average: $1,917,921

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

Salvatore Salerno Work History

2023 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2023 - Present (1 year)

Bank Of America, N.A

2023 - 2023 (< 1 year)

Offer Accepted - Extended Travel

2021 - 2023 (2 years)

Td Ameritrade

2019 - 2021 (2 years)

Blue Signal Search

2019 - 2019 (< 1 year)

Offer Accepted - Extended Travel

2018 - 2018 (< 1 year)

South University

2016 - 2017 (1 year)

Arizona State University

2012 - 2016 (4 years)

Syracuse University

Disclosures

Please visit the SEC profile of Salvatore Salerno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Terry Myers
Dallas, TX
Candelario Topete
Oxnard, CA
Alexander Mckee
Palm Beach, FL
Edgar Delgado Garza
Austin, TX
Zachary Allen
Newport News, VA
Caleb Luckett
Charlotte, NC
Carolina Sandez
Chandler, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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