Joseph Guediguian, financial advisor Chicago IL

Joseph Guediguian

CRD Number: 5158896
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joseph Guediguian (CRD# 5158896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chicago, IL Apr 2021 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Jan 2021 - Current 1
Bmo Private Bank Chicago, IL Jan 2019 - Jan 2021 2
Saliba Portfolio Management, LLC Chicago, IL Aug 2009 - Mar 2019 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for Joseph Guediguian
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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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