Joseph CroninCRD Number: 6720828
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joseph Cronin (CRD# 6720828) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 6 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Bank Of America, N.a.||Roseville, CA||Mar 2017 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Roseville, CA||Oct 2016 - Current||6|
|Cisco Systems||San Jose, CA||Jun 2007 - Sep 2016||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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