Rebecca Maselli, financial advisor Raleigh NC

Rebecca Maselli

CRD Number: 1537912
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rebecca Maselli (CRD# 1537912) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Mar 2018 - Current 3
The Frank Maselli Company, Inc. Raleigh, NC Dec 1996 - Current 25
Ubs Financial Services, Inc. Raleigh, NC Sep 2016 - Mar 2018 1
University Of North Carolina Greensboro Greensboro, NC Jan 2016 - Mar 2018 2
Wake County Public School System Raleigh, NC Jan 2013 - Dec 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Rebecca Maselli
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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, WY

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