Michael MarinelliCRD 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.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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