Aniello
Iazzetta

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6421346
Investment Advisor
in Concord, CA

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About this Advisor

Aniello Iazzetta is a financial advisor working in Concord, California, who has been in the advisory business for 11 years. Iazzetta is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Iazzetta has gained experience at Jp Morgan Chase Bank, Citibank, Wells Fargo Bank, Il Fornaio Restaurant, Axa Advisors, LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Iazzetta maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California, Texas and Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in Concord, California. The investment advisory business has offices in 3,374 locations and a total of 34,906 advisors. It oversees $1 trillion in total assets between its 2,825,602 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The firm performs a number of services, such as 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. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,283,837,699,073

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

34,906

CA Average: 88
Total Number of Accounts

2,825,602

CA Average: 3,892
Average Account Size

$454,359

CA Average: $1,917,921

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Investment Advisory 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 11 years of experience.

2016 - Present (6 years)

Bank Of America, N.A

2016 - Present (6 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

Disclosures

Aniello Iazzetta has no disclosures.

Please visit their SEC profile for more details.

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Sharif Charles
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Seann Courtney
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Wayne Ramsey
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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