Michael IacobelliCRD Number: 6240761
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Iacobelli (CRD# 6240761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwich, CT and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Bank Of America, N.a.||Greenwich, CT||Jul 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greenwich, CT||Jan 2014 - Current||3|
|Paulson Investment, Inc.||Portland, OR||Oct 2013 - Dec 2013||< 1|
|Penske Auto Group||Greenwich, CT||Jun 2013 - Aug 2013||< 1|
|Syracuse University||Syracuse, NY||Sep 2012 - May 2013||< 1|
|Centerstate Ceo||Syracuse, NY||Sep 2012 - Dec 2012||< 1|
|Philip Morris International||Brussels,||Jul 2012 - Aug 2012||< 1|
|Philip Morris International||Washington, DC||Jun 2012 - Jul 2012||< 1|
|John Cabot University||Rome,||Jan 2012 - May 2012||< 1|
|Syracuse University||Syracuse, NY||Sep 2011 - Jan 2012||< 1|
|Philip Morris International||New York, NY||May 2011 - Aug 2011||< 1|
|Syracuse University||Syracuse, NY||Sep 2010 - May 2011||< 1|
|Purchase Day Camp||Purchase, NY||Jun 2010 - Aug 2010||< 1|
|Syracuse University||Syracuse, NY||Sep 2009 - May 2010||< 1|
|Purchase Day Camp||Purchase, NY||Jun 2009 - Aug 2009||< 1|
|Blind Brook High School||Rye Brook, NY||Sep 2008 - Jun 2009||< 1|
|Purchase Day Camp||Purchase, NY||Jun 2008 - Aug 2008||< 1|
|Blind Brook High School / Middle School||Rye Brook, NY||Sep 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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
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