Eriona Dhimitri, financial advisor Modesto CA

Eriona Dhimitri

CRD Number: 6699975
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eriona Dhimitri (CRD# 6699975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA 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. Carmel, CA Jul 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel, CA Aug 2016 - Current 5
The Privatebank And Trust Company Chicago, IL Jun 2002 - May 2016 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Eriona Dhimitri
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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