John
Calandro

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#712706
Investment Advisor
in Dallas, TX
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About this Advisor

John Calandro is a certified financial planner who lives in Dallas, Texas. Currently an advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered an impressive 24 years of work experience. Calandro holds a Series 63 license, designating them as a securities representative. Calandro can work with investors based out of Texas. The advisor has gained experience at Calandro Advisory Services, Inc, Sanders Morris Harris Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Dallas, Texas, and has 2,958 additional brick-and-mortar locations across the country. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 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

Yes

Office Location

2100 Ross Ave
Dallas, TX 75201

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

TX Average: 88
Total Number of Accounts

2,272,151

TX Average: 3,892
Average Account Size

$360,815

TX 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

John Calandro Work History

John has 24 years of experience.

2011 - Present (8 years)

Bank Of America,N.A

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2002 - 2009 (7 years)

Sanders Morris Harris Inc

1994 - 2009 (15 years)

Calandro Advisory Services, Inc

Disclosures

John Calandro has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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