Anthony UlloCRD Number: 5888319
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anthony Ullo (CRD# 5888319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 6 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Bank Of America, N.a.||Boston, MA||Feb 2012 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jan 2012 - Current||6|
|Various Insurance Carriers For W & R Insurance Agencies||Leominster, MA||Aug 2011 - Jan 2012||< 1|
|Waddell & Reed Inc.||Woburn, MA||May 2011 - Jan 2012||< 1|
|First Investors||Woburn, MA||Nov 2010 - May 2011||< 1|
|University Of Massachusetts Lowell||Lowell, MA||Sep 2007 - May 2011||3|
|Leominster Credit Union||Leominster, MA||Jan 2010 - Jan 2011||1|
|Athens Pizza||Leominster, MA||Jan 2009 - Jan 2010||1|
|Cosimi Catering Corp.||Townsend, MA||Apr 2009 - Aug 2009||< 1|
|Millennium Alarm||Leominster, MA||Oct 2008 - May 2009||< 1|
|Cvs||Leominster, MA||Jun 2008 - Dec 2008||< 1|
|Lancaster Golf Center||Lancaster, MA||Sep 2006 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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