Aniello
Iazzetta

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6421346
Investment Advisor
in Concord, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Aniello Iazzetta is an investment advisor located in Concord, California. Currently an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 10 years of professional experience as a financial advisor. Iazzetta has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Iazzetta is registered to work with customers based out of California, Texas and Washington. Throughout their career, Iazzetta has worked at Jp Morgan Chase Bank, Citibank, Wells Fargo Bank, Il Fornaio Restaurant, Four Seasons Hotel, Axa Advisors, LLC, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Macys. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Concord, California, and operates out of 3,270 additional offices in the nation. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets covering 2,529,169 accounts and retains more than 36,383 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

2000 Clayton Rd
Concord, CA 94520

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

CA Average: 88
Total Number of Accounts

2,529,169

CA Average: 3,892
Average Account Size

$380,383

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Aniello Iazzetta Work History

Aniello has 10 years of experience.

2016 - Present (5 years)

Bank Of America, N.A

2016 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2015 (< 1 year)

Citibank

2015 - 2016 (1 year)

Axa Advisors, LLC

2014 - 2015 (1 year)

Jp Morgan Chase Bank

2014 - 2014 (< 1 year)

Citibank

2013 - 2014 (1 year)

Wells Fargo Bank

2011 - 2013 (2 years)

Il Fornaio Restaurant

2010 - 2011 (1 year)

Four Seasons Hotel

2010 - 2011 (1 year)

Macys

Disclosures

Aniello Iazzetta has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started