Supriyo Bose, financial advisor North Bethesda MD

Supriyo Bose

CRD Number: 5439390
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Supriyo Bose (CRD# 5439390) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. North Bethesda, MD Apr 2023 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda, MD Dec 2022 - Current 1
Suntrust Advisory Services Atlanta, GA Sep 2016 - Dec 2022 6
Suntrust Investment Services, Inc. Atlanta, GA Dec 2012 - Dec 2022 10
Suntrust Bank Rockville, MD Dec 2012 - Dec 2022 10
Truist Silver Spring, MD Dec 2012 - Feb 2022 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Supriyo Bose
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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