Angelo Catalano
CRD Number: 5015051Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Angelo Catalano (CRD# 5015051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Philadelphia, PA and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia, PA | Jul 2021 - Current | 3 |
Bank Of America, N.a. | Philadelphia, PA | Jul 2021 - Current | 3 |
Pnc Investments | Pittsburgh, PA | Mar 2008 - Jul 2021 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- PA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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