Michael Marziotto
CRD Number: 1847685Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Marziotto (CRD# 1847685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 33 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Smithtown, NY | Sep 2021 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown, NY | Jul 2021 - Current | 2 |
Citigroup | Long Island City, NY | Jul 2017 - Jul 2021 | 4 |
Jp Morgan Securities LLC | Islip, NY | Apr 2016 - Jun 2017 | 1 |
Jpmorgan Chase Bank | Islip, NY | Apr 2016 - Jun 2017 | 1 |
M-team LLC | Copiague Harbor, NY | Jan 2005 - Jul 2016 | 11 |
Sandlapper Securities LLC | Syosset, NY | Dec 2015 - Mar 2016 | < 1 |
Nna Investment Advisors, Inc. | Woodbury, NY | Aug 1999 - Mar 2016 | 16 |
Capital Investment Group, Inc. | Syosset, NY | May 2014 - Dec 2015 | 1 |
Independent Captive Associates LLC | Syosset, NY | Mar 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1990 |
S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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