Michael Marinelli, financial advisor Fort Lauderdale 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 Fort Lauderdale, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Chandler, AZ Nov 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Oct 2019 - Current 4
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
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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