Anthony Ullo, financial advisor Boston MA
90 score

Anthony Ullo

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Boston, MA Feb 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jan 2012 - Current 4
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
Millennium Alarm Leominster, MA Oct 2007 - Feb 2008 < 1
Robell Excavating Lunenburg, MA Jun 2007 - Sep 2007 < 1
Leominster High School Leominster, MA Sep 2003 - Sep 2007 4
Oakridge Farm Lancaster, MA Sep 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Anthony G. Ullo
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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