Jesse Ruocco, financial advisor Boston MA

Jesse Ruocco

CRD Number: 6346765
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jesse Ruocco (CRD# 6346765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jul 2019 - Current 2
Unemployed Newton, MA Mar 2019 - Jul 2019 < 1
Bettorhalf New Haven, CT Aug 2017 - Mar 2019 1
Unemployed Cheshire, CT May 2017 - Aug 2017 < 1
Quinnipiac University Hamden, CT Aug 2013 - May 2017 3
Morgan Stanley New York, NY Jul 2016 - Aug 2016 < 1
Morgan Stanley New York, NY May 2015 - Aug 2015 < 1
Morgan Stanley New York, NY Jun 2014 - Aug 2014 < 1
Unemployed Cheshire, CT May 2013 - Aug 2013 < 1
Notre Dame High School West Haven, CT Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Jesse D. Ruocco
Phone Number: 800-637-7455
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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