Stacy Bone, financial advisor Paramus NJ

Stacy Bone

CRD Number: 3135583
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stacy Bone (CRD# 3135583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Paramus, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford, CT May 2015 - Current 8
Bank Of America, N.a. Stamford, CT May 2015 - Current 8
Wells Fargo Advisors LLC Greenwich, CT May 2009 - May 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Aug 1998
Contact Info for Stacy L. Bone
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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