Michael Iacobelli, financial advisor Greenwich CT
89 score

Michael Iacobelli

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Greenwich, CT Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich, CT Jan 2014 - Current 2
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
Contact Info for Michael J. Iacobelli
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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