Roberto Calzadilla, financial advisor Pennington NJ
93 score

Roberto Calzadilla

CRD Number: 3045251
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Roberto Calzadilla (CRD# 3045251) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jan 2012 - Current 4
Unemployed Hillsborough, NJ Sep 2011 - Jan 2012 < 1
Chase Financial Service Perth Amboy, NJ Jan 2010 - Sep 2011 1
Chase Investment Services Perth Amboy, NJ Dec 2009 - Sep 2011 1
Ameriprise Financial Services Westfield, NJ Apr 1998 - Jan 2010 11
American Express Financial Advisors Inc. Edison, NJ Apr 1998 - Dec 2009 11
Ids Life Insurance Company Edison, NJ Apr 1998 - Dec 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Roberto Calzadilla
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • 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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