Scott Pinheiro, financial advisor Freehold NJ
93 score

Scott Pinheiro

CRD Number: 1134986
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scott Pinheiro (CRD# 1134986) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Freehold, NJ Feb 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold, NJ Jan 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2015 < 1
Morgan Stanley Smith Barney Shrewsbury, NJ Jun 2009 - Jan 2015 5
Citigroup Global Markets Inc. Shrewsbury, NJ Nov 2006 - Jun 2009 2
Wachovia Securities, LLC Red Bank, NJ Jun 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Scott Pinheiro
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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