Massimo Paone, financial advisor Durham NC
90 score

Massimo Paone

CRD Number: 6113706
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Massimo Paone (CRD# 6113706) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Durham, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Meriden, CT Apr 2014 - Current 2
Bank Of America, N.a. Meriden, CT Apr 2014 - Current 2
Unemployed New York, NY Feb 2014 - Apr 2014 < 1
Bank Of America, N.a. New Haven, CT Feb 2013 - Jan 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven, CT Aug 2012 - Jan 2014 1
Family Offce Prince Khaled New York, NY Jan 2012 - Aug 2012 < 1
Arabian Gulf Fund Prince Khaled New York, NY Jun 2011 - Dec 2011 < 1
Alothon New York, NY Jul 2010 - May 2011 < 1
Duke University Durham, NC Aug 2008 - Jun 2010 1
Protostar Partners New York, NY Mar 2008 - Jul 2008 < 1
Unicredit M& B Bank Of Rome New York, NY Oct 2006 - Mar 2008 1
Vannini Associates New York, NY Jan 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Massimo Paone
Phone Number: 800-637-7455
Registered State(s):
  • NC
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
90
Clean Record
This advisor has a clean track record with regulators.

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