David Petracca, financial advisor Daytona Beach FL
70 score

David Petracca

CRD Number: 6149949
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Petracca (CRD# 6149949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2014 - Current 2
Pfs Investments Inc. Lakeland, FL Feb 2014 - Nov 2014 < 1
Primerica Financial Services Lakeland, FL Sep 2013 - Nov 2014 1
Edward Jones St Louis, MO Jan 2013 - Jul 2013 < 1
Lawrence Tech University South Field, MI Feb 2012 - Jan 2013 < 1
Fujifilm (dimatix) Lebanon, NH Mar 2011 - Feb 2012 < 1
Siemens Energy Orlando, FL Mar 2007 - Mar 2011 4
Siemens Vdo Auburn Hills, MI Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for David A. Petracca
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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

Ready to hire a financial advisor? Get competitive proposals from David Petracca and other advisors.
BADGES
70

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