Anthony
Dipace

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6667325
Investment Advisor
in Albany, NY

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About this Advisor

Anthony Dipace is a financial advisor working in Albany, New York who has 3 years of relevant experience. Dipace currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at St. Peter'S Hospital, Terminix/Service Master, State University Of New York At Albany, Citizen'S Bank, Keybank, Key Investment Services LLC, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Dipace maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Connecticut, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It controls $1 trillion in total assets across its 2,864,234 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a number 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. Financial advisory fees typically vary depending on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

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

133 Wolf Rd
Albany, NY 12205

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NY Average: 88
Total Number of Accounts

2,864,234

NY Average: 3,892
Average Account Size

$381,844

NY 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

Anthony Dipace Work History

Anthony has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2019 - 2020 (1 year)

Edward Jones

2017 - 2019 (2 years)

Keybank

2017 - 2019 (2 years)

Key Investment Services LLC

2015 - 2017 (2 years)

Citizen'S Bank

2014 - 2014 (< 1 year)

Terminix/Service Master

2013 - 2014 (1 year)

St. Peter'S Hospital

2011 - 2014 (3 years)

State University Of New York At Albany

*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 Anthony Dipace 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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Han Tran
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Richard Buckley
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Thomas Theodore
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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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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