Anthony AcevedoCRD Number: 6403849
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anthony Acevedo (CRD# 6403849) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Orlando, FL||Mar 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Sep 2014 - Current||3|
|Bank Of America||Columbia, SC||Aug 2010 - Sep 2014||4|
|Blockbuster||West Columbia, SC||Jul 2007 - Aug 2010||3|
|Best Buy||Woodbridge, NJ||Jan 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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