Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Joseph Pizzo is a financial advisor who works in Canton, Michigan who has 6 years of relevant experience. Pizzo works at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Pizzo has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Pizzo holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Michigan and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based in New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It has $1 trillion in assets under management between its 2,864,234 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide array 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. A financial advisor's fees vary depending on which services are provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Joseph Pizzo Work History
Joseph has been registered as a financial advisor for 6 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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.
Please visit the SEC profile of Joseph Pizzo 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
Chevy Chase, MD
Los Angeles, CA
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 firstname.lastname@example.org.
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