Gregory AbbracciamentoCRD Number: 5343110
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gregory Abbracciamento (CRD# 5343110) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
The Financial Legacy Group
|Bank Of America, N.a.||Princeton, NJ||Apr 2018 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Princeton, NJ||Feb 2018 - Current||3|
|Bank Of America||Charlotte, NC||Jun 2016 - Jan 2018||1|
|Merrill Lynch||Seattle, WA||Jan 2016 - May 2016||< 1|
|Texas A&m University||College Station, TX||Sep 2015 - Dec 2015||< 1|
|Texas A&m University||College Station, TX||Sep 2014 - Dec 2015||1|
|Bank Of America||Charlotte, NC||Jun 2015 - Aug 2015||< 1|
|United States Army||Jblm, WA||May 2010 - Jul 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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