Joseph
Masvero

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3001842
Investment Advisor
in Muskegon, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Joseph Masvero is a certified financial planner based in Muskegon, Michigan, with 23 years of work experience. Masvero works at Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Masvero has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company based in Muskegon, Michigan. The firm has offices in 3,270 locations and a total of 36,383 financial advisors. It handles $962 billion in assets among its 2,529,169 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 4,927 charities and foundations. Of its 2,529,169 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as 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. Fees charged by financial advisors are based on which services are offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

23 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

Yes

Office Location

380 W Western Ave
Muskegon, MI 49440

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

MI Average: 88
Total Number of Accounts

2,529,169

MI Average: 3,892
Average Account Size

$380,383

MI Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Joseph Masvero Work History

Joseph has 23 years of experience.

2010 - Present (11 years)

Bank Of America, N.A

1997 - Present (24 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Joseph Masvero has disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started