Rebecca MaselliCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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