Paul Caciolo, financial advisor Saint Louis MO
89 score

Paul Caciolo

CRD Number: 6191129
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Paul Caciolo (CRD# 6191129) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Louis, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Saint Louis, MO Oct 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis, MO Oct 2015 - Current 1
Renaissance Financial St. Louis, MO Jul 2013 - Sep 2015 2
Securian Financial Services Inc. St. Paul, MN Jul 2013 - Sep 2015 2
Minnesota Life St. Paul, MN Jul 2013 - Sep 2015 2
Kicking Cow St. Louis, MO Jun 2012 - Jan 2014 1
Securian Financial Services Inc. St. Paul, MN May 2013 - Jul 2013 < 1
Unemployed St. Louis, MO Feb 2012 - Jun 2012 < 1
Glazer's Distribution St. Louis, MO Nov 2011 - Feb 2012 < 1
Unemployed St. Louis, MO Aug 2010 - Nov 2011 1
Texas Christian University Fort Worth, TX May 2007 - Jun 2011 4
Purina Fortworth, TX May 2010 - Aug 2010 < 1
Clean Quick Car Wash St. Louis, MO May 2007 - Aug 2007 < 1
Chaminade Creve Couer, MO Aug 2000 - May 2007 6
Brinker International Creve Couer, MO Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Paul L. Caciolo
Phone Number: 800-637-7455
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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