Philip SicuroCRD Number: 5096942
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Philip Sicuro (CRD# 5096942) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glen Rock, NJ and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Glen Rock, NJ||Sep 2017 - Current||4|
|Bank Of America, N.a.||Glen Rock, NJ||Sep 2017 - Current||4|
|Institutional Investor||New York, NY||Jan 2016 - Aug 2017||1|
|Nitron Group||Greenwich, CT||Aug 2015 - Dec 2015||< 1|
|Unemployed||Ithaca, NY||Apr 2015 - Jul 2015||< 1|
|Bunge Limited||White Plains, NY||Jun 2008 - Mar 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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