Joshua BelfioreCRD Number: 5930729
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joshua Belfiore (CRD# 5930729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glastonbury, CT and has over 6 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Bank Of America, N.a.||Glastonbury, CT||Jun 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Hartford, CT||May 2011 - Current||6|
|Citigroup||Hartford, CT||May 2011 - May 2011||< 1|
|Mama Mucci Pasta||Canton, MI||Jun 2010 - Feb 2011||< 1|
|Salve Regina University||Newport, RI||Sep 2009 - May 2010||< 1|
|Mama Mucci Pasta||Canton, MI||Jun 2009 - Aug 2009||< 1|
|Salve Regina University||Newport, RI||Sep 2008 - May 2009||< 1|
|Key West Seafood||Canton, MI||Jun 2008 - Aug 2008||< 1|
|Salve Regina University||Newport, RI||Sep 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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