Anthony Acevedo, financial advisor Orlando FL

Anthony Acevedo

CRD 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 6 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
Bank Of America, N.a. Orlando, FL Mar 2015 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Sep 2014 - Current 6
Bank Of America Columbia, SC Aug 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Anthony Acevedo
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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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