Michael Paolucci, financial advisor Melville NY
90 score

Michael Paolucci

CRD Number: 6158892
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Paolucci (CRD# 6158892) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Melville, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Great Neck, NY Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck, NY May 2014 - Current 2
Craig Scott Capital, LLC Uniondale, NY Jan 2013 - May 2014 1
Liu- Cw Post Brookville, NY Sep 2008 - Dec 2012 4
Calhoun High School Merrick, NY Sep 2004 - Sep 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Michael Paolucci
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
90
Clean Record
This advisor has a clean track record with regulators.

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