Timothy
Moscato

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6077258
Investment Advisor
in Atlanta, GA

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About this Advisor

Timothy Moscato is a financial advisor working in Atlanta, Georgia, with a total of 11 years of industry experience. Moscato is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc and Bank Of America, N.A. Moscato maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in total assets across its 2,864,234 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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 advice are based on which service is provided. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

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

Office Location

3455 Peachtree Rd Ne
Atlanta, GA 30326

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

GA Average: 88
Total Number of Accounts

2,864,234

GA Average: 3,892
Average Account Size

$381,844

GA 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

Timothy Moscato Work History

Timothy has been registered as a financial advisor for 11 years.*

2013 - Present (11 years)

Bank Of America, N.A

2012 - Present (12 years)

Merrill Lynch, Pierce, Fenner And 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 Timothy Moscato 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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New York, NY
Patrick Riley
Sammamish, WA
Alessandro Ugge
Dallas, TX
Eva Fernandez
Virginia Beach, VA
Jared Chud
Pennington, NJ
Maria Heimer
Columbia, MD
Walter Roderer
Miamisburg, OH

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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