Paul CacioloCRD 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 4 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Bank Of America, N.a.||Saint Louis, MO||Oct 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Saint Louis, MO||Oct 2015 - Current||2|
|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|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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