Donald VassalloCRD Number: 1604377
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Donald Vassallo (CRD# 1604377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 34 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Citigroup Global Markets Inc.
|Bank Of America, N.a.||Melville, NY||May 2011 - Current||10|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Melville, NY||Nov 1986 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
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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