Lonnie
Salimone
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Lonnie Salimone is a financial advisor working out of Orlando, Florida who has 3 years of relevant experience. Salimone works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Salimone has worked at United States Coast Guard Reserve, Department Of Financial Services/Office Of Insurance Regulation, Department Of Transportation Ig Office, Department Of Revenue, Wawa, Merrill Lynch, Pierce, Fenner & Smith Inc, Axa/Equitable, New Orleans Theological Seminary and Bank Of America, N.A. Salimone holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm based in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It handles $1 trillion in assets between its 2,864,234 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number 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. Financial management fees vary depending on which service is offered. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Lonnie Salimone Work History
Lonnie has been registered as a financial advisor for 3 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
United States Coast Guard Reserve
Wawa
Axa/Equitable
Department Of Transportation Ig Office
Department Of Revenue
Department Of Transportation Ig Office
Department Of Financial Services/Office Of Insurance Regulation
New Orleans Theological Seminary
*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 Lonnie Salimone 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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