Vincenzo
Dilullo

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2811000
Investment Advisor
in New York, NY
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About this Advisor

Vincenzo Dilullo is a financial advisor in New York, New York. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Dilullo has a notable 22 years of practice in the financial advisory industry. Dilullo holds Series 66 and Series 63 licenses, qualifying the advisor as a securities representative. Dilullo can work with customers in Connecticut. Throughout their career, Dilullo has worked at Ubs Securities LLC, Ubs Financial Services Inc, Bank Of America, Na, Merrill Lynch, Pierce, Fenner & Smith Inc and Opportunity Network. 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 United States. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets dispersed across 2,272,151 client accounts and employs more than 40,146 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

22 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

114 W 47Th St
New York, NY 10036

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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

Vincenzo Dilullo Work History

Vincenzo has 22 years of experience.

2017 - Present (2 years)

Bank Of America, Na

2017 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (0 years)

Opportunity Network

2012 - 2016 (4 years)

Ubs Financial Services Inc

1996 - 2016 (20 years)

Ubs Securities LLC

Disclosures

Vincenzo Dilullo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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