Nicholas
Marcuccilli

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7425054
Investment Advisor
in Lincolnshire, IL

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About this Advisor

Nicholas Marcuccilli is a financial advisor based in Lincolnshire, Illinois, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has previously held positions at Rfa Securities, LLC, Ams Mechanical Systems, Formco Metal Products, B&R Sports, Merrill Lynch, Pierce, Fenner & Smith Inc, Despir Logistics, Ups, Bass Pro Shops, Base Solutions, Dreisilker Electric Motors, College Of Dupage, Northern Illinois, Alo Yoga, and Bank Of America, N.A. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Nicholas is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Lincolnshire, Illinois. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

195 Milwaukee Ave
Lincolnshire, IL 60069

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

IL Average: 88
Total Number of Accounts

2,911,578

IL Average: 3,892
Average Account Size

$436,737

IL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nicholas Marcuccilli Work History

2024 - Present (0 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2024 - Present (0 year)

Bank Of America, N.A

2023 - Present (1 year)

Ups

2023 - Present (1 year)

Alo Yoga

2022 - 2023 (1 year)

Despir Logistics

2021 - 2021 (< 1 year)

Rfa Securities, LLC

2021 - 2021 (< 1 year)

Base Solutions

2020 - 2020 (< 1 year)

Ams Mechanical Systems

2019 - 2019 (< 1 year)

Dreisilker Electric Motors

2017 - 2019 (2 years)

Northern Illinois

2016 - 2019 (3 years)

Formco Metal Products

2015 - 2018 (3 years)

B&R Sports

2015 - 2021 (6 years)

College Of Dupage

2014 - 2014 (< 1 year)

Bass Pro Shops

Disclosures

Please visit the SEC profile of Nicholas Marcuccilli 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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Keven Johnson
Charlotte, NC
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Forest Hills, NY
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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