Carlo
Zanoni

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4660500
Investment Advisor
in Lewiston, ME

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About this Advisor

Carlo Zanoni is a financial advisor who is based in Lewiston, Maine. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Zanoni has 11 years of work experience in the financial advisory industry. Zanoni has Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Zanoni is registered to operate in Maine and Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Lewiston, Maine, and operates out of 3,270 locations in the United States. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets throughout 2,529,169 client accounts and employs more than 36,383 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 778,387 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer financial planning services, 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

415 Lisbon St
Lewiston, ME 04243

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

ME Average: 88
Total Number of Accounts

2,529,169

ME Average: 3,892
Average Account Size

$380,383

ME Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Carlo Zanoni Work History

Carlo has 11 years of experience.

2011 - Present (10 years)

Bank Of America, N.A

2009 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Carlo Zanoni has no disclosures.

Please visit their SEC profile for more details.

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Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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