Steven Colamarino, financial advisor Palm Beach FL
93 score

Steven Colamarino

CRD Number: 5400450
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Steven Colamarino (CRD# 5400450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach, FL Mar 2015 - Current 1
Bank Of America, N.a. Palm Beach, FL Mar 2015 - Current 1
Ubs Financial Services Inc. Palm Beach, FL Apr 2008 - Mar 2015 6
Credit Suisse Securities (usa) LLC Palm Beach, FL Jul 2007 - Mar 2008 < 1
Saks Fifth Avenue Boca Raton, FL Feb 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Steven F. Colamarino
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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