Josephine
Demarco

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4154022
Investment Advisor
in Greenwich, CT

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About this Advisor

Josephine Demarco is a financial advisor based out of Greenwich, Connecticut who has 10 years of relevant experience. Demarco is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Demarco has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Demarco holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company headquartered in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in assets under management among its 2,864,234 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company has a diverse set of services, including 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. Fees for financial management largely are based on which service is provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

Office Location

2 Pickwick Plz
Greenwich, CT 06830

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

CT Average: 88
Total Number of Accounts

2,864,234

CT Average: 3,892
Average Account Size

$381,844

CT Average: $1,917,921

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

Josephine Demarco Work History

Josephine has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Bank Of America, N.A

2012 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

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

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Jonathan Cates
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William Edgar
New York, NY
Roger Glasgow
Chevy Chase, MD
Richard Buckley
Franklin, MA
Steven Crate
Dallas, TX
Louise Burke
Washington, DC
Suzana Markasevic
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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