Joy Casserly, financial advisor Boston MA

Joy Casserly

CRD Number: 5361515
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joy Casserly (CRD# 5361515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Boston, MA Apr 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jul 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Joy M. Casserly
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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