Luciano VerduraCRD Number: 5506536
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Luciano Verdura (CRD# 5506536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 8 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Bank Of America, N.a.||Stamford, CT||Apr 2016 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stamford, CT||Apr 2016 - Current||< 1|
|Citizens Bank||Madison, CT||Mar 2015 - Feb 2016||< 1|
|Citizens Securities, Inc.||Madison, CT||Mar 2015 - Feb 2016||< 1|
|Santander Securities LLC||Guaynabo, PR||Mar 2013 - Mar 2015||2|
|Sovereign Bank||Wethersfield, CT||Jan 2013 - Mar 2015||2|
|J.p. Morgan Securities LLC||Milford, CT||Oct 2012 - Jan 2013||< 1|
|Jpmorgan Chase Bank Na||Stratford, CT||Apr 2010 - Jan 2013||2|
|Chase Investment Services Corp||Stratford, CT||Apr 2010 - Oct 2012||2|
|Waddell & Reed, Inc.||Hamden, CT||Nov 2008 - Apr 2010||1|
|Various Insurance Carriers For W & R Insurance Agencies||Oakville, CT||Nov 2008 - Apr 2010||1|
|Sherwin Williams||Waterbury, CT||May 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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
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