Salvatore
Palmeri

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5589369
Investment Advisor
in New York, NY
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About this Advisor

Salvatore Palmeri is an investment advisor who lives in New York, New York. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Palmeri has 10 years of professional experience as an investment advisor. Palmeri holds Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Palmeri is able to serve investors based out of Connecticut and Texas. Over the course of their career, Palmeri has held roles at Securities America, Inc, Securities America Advisors, Jpmorgan Chase Bank Na, Chase Investment Services Corp, J.P. Morgan Securities LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in New York, New York, and operates out of 2,958 brick-and-mortar locations in the nation. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 accounts and retains more than 40,146 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

No

Office Location

225 Liberty St - 2 World Financial Ctr
New York, NY 10281

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NY Average: 88
Total Number of Accounts

2,272,151

NY Average: 3,892
Average Account Size

$360,815

NY Average: $1,917,921

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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

Salvatore Palmeri Work History

Salvatore has 10 years of experience.

2015 - Present (4 years)

Bank Of America, N.A

2015 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2011 - 2015 (4 years)

Jpmorgan Chase Bank Na

2011 - 2012 (1 years)

Chase Investment Services Corp

2009 - 2010 (1 years)

Securities America Advisors

2008 - 2010 (2 years)

Securities America, Inc

Disclosures

Salvatore Palmeri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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