Filippo Maiello
CRD Number: 5014505Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Filippo Maiello (CRD# 5014505) 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.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Pennington, NJ | Nov 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Oct 2020 - Current | 3 |
| Safe Money Resource | Marlton, NJ | Mar 2020 - Oct 2020 | < 1 |
| Santander Bank, Na | Boston, MA | Oct 2019 - May 2020 | < 1 |
| Santander Securities, LLC | Dorchester, MA | Oct 2019 - May 2020 | < 1 |
| Vivint Solar | Provo, UT | Aug 2019 - Oct 2019 | < 1 |
| Uber | San Francisco, CA | Aug 2017 - Oct 2019 | 2 |
| Equinox Group Distributors | Princeton, NJ | Oct 2014 - Oct 2019 | 5 |
| Bank Of America,na | Pennington, NJ | Aug 2010 - Oct 2019 | 9 |
| Merrill Lynch | Hopewell, NJ | Aug 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- NJ
- 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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