Brett Stagnitti, financial advisor Camillus NY
88 score

Brett Stagnitti

CRD Number: 6374611
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brett Stagnitti (CRD# 6374611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Camillus, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Camillus, NY May 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Camillus, NY May 2016 - Current < 1
Edward Jones St Louis, MO Aug 2014 - May 2016 1
Oneida Nation Enterprises Oneida, NY Mar 2012 - Aug 2014 2
Whec-tv Rochester, NY Mar 2004 - Mar 2012 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Brett M. Stagnitti
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
88
Clean Record
This advisor has a clean track record with regulators.

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