Michael Marinelli, financial advisor Palm Harbor FL

Michael Marinelli

CRD Number: 6946475
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Marinelli (CRD# 6946475) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Harbor, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Douglas Wilkinson, financial advisor Palm Harbor FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Palm Harbor FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Similar Advisors
Zachary Abbotoni, financial advisor Palm Harbor FL
Zachary P. Abbotoni
CRD# 6673621
Econologics Financial Advisors
Company Name Location Dates Years
Bank Of America, N.a Chandler, AZ Nov 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Oct 2019 - Current 3
Unemployed Phoenix, AZ Mar 2019 - Sep 2019 < 1
Morgan Stanley Gilbert, AZ Jul 2018 - Feb 2019 < 1
Arizona State University Tempe, AZ Aug 2014 - Aug 2018 4
Diamond Asset Management Tempe, AZ Jan 2018 - Feb 2018 < 1
University Of Economics, Prague Prague, Aug 2017 - Dec 2017 < 1
Peak Campus, Vertex Student Apartments Tempe, AZ Oct 2015 - Aug 2016 < 1
Intuitive Marketing Strategies Philadelphia, PA May 2015 - Aug 2015 < 1
Coast 2 Coast Communications Philadelphia, PA Apr 2014 - Aug 2015 1
Primary Education Doylestown, PA Jan 2008 - Apr 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Michael A. Marinelli
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.