Joel
Dipersio
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Joel Dipersio is a financial advisor based out of Latham, New York with 1 year of relevant experience. Dipersio is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, the advisor has held roles at Next Financial Group, Inc, Kpm Group, Massmutual, Eden Advisory Services, Northwestern Mutual, Vector Marketing, Dirad Technologies, Capital District Digital, Cutco Cutlery, Albany Medical Center, Shen High School East, Merrill Lynch, Pierce, Fenner & Smith Inc, University At Albany, Suny, Mark Thomas Men'S Apparel, 15 Church Restaurant, Bank Of America N.A and Bank Of America, N.A. Dipersio maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business headquartered in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in total assets between its 2,864,234 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a wide set 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. Fees for financial management typically depend 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
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Joel Dipersio Work History
Joel has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Next Financial Group, Inc
Mark Thomas Men'S Apparel
15 Church Restaurant
Kpm Group
Massmutual
Eden Advisory Services
Northwestern Mutual
Vector Marketing
Dirad Technologies
Capital District Digital
Cutco Cutlery
University At Albany, Suny
Albany Medical Center
Shen High School East
*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 Joel Dipersio 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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