Michael
Oliveri

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6308876
Investment Advisor
in Newton Lower Falls, MA

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About this Advisor

Michael Oliveri is a financial advisor based in Newton Lower Falls, Massachusetts, with a total of 1 year of relevant experience. Oliveri is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Morgan Stanley, Woodland Golf Club, Westfield State University, Sycamore Property Management, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Santander Bank, Na and Santander Securities, LLC. Oliveri maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It manages $1 trillion in assets between its 2,864,234 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. The company provides a diverse range of services, such as 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 advisory fee schedules depend on the services provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

2221 Washington St
Newton Lower Falls, MA 02462

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MA Average: 88
Total Number of Accounts

2,864,234

MA Average: 3,892
Average Account Size

$381,844

MA 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

Michael Oliveri Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2018 - 2022 (4 years)

Santander Bank, Na

2018 - 2022 (4 years)

Santander Securities, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2018 (3 years)

Bank Of America, N.A

2014 - 2015 (1 year)

Morgan Stanley

2013 - 2013 (< 1 year)

Sycamore Property Management

2009 - 2013 (4 years)

Westfield State University

2003 - 2013 (10 years)

Woodland Golf Club

*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 Michael Oliveri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Scott Smeltzer
Newport Beach, CA
Roger Glasgow
Chevy Chase, MD
Paul Michael Reyes
Oak Brook, IL
Christopher Vasquez
Austin, TX
Suzana Markasevic
New York, NY
Richard Buckley
Franklin, MA
Louise Burke
Washington, DC

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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