Joseph
Yelko
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Joseph Yelko is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, W. Frank Wells Nursing Home, Florida Gateway College, and Sandrock Ridge Care And Rehab. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Joseph is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Joseph Yelko Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
W. Frank Wells Nursing Home
Sandrock Ridge Care And Rehab
Florida Gateway College
Disclosures
Please visit the SEC profile of Joseph Yelko 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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Hunt Valley, MD
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Oklahoma City, OK
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