Salvatore Palmeri, financial advisor Staten Island NY
93 score

Salvatore Palmeri

CRD Number: 5589369
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salvatore Palmeri (CRD# 5589369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Staten Island, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Staten Island, NY Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island, NY Apr 2015 - Current 1
J.p. Morgan Securities LLC Staten Island, NY Oct 2012 - May 2015 2
Jpmorgan Chase Bank Na Staten Island, NY Feb 2011 - May 2015 4
Chase Investment Services Corp Staten Island, NJ Mar 2011 - Oct 2012 1
Unemployed Staten Island, NY Aug 2010 - Feb 2011 < 1
Securities America Advisors Lavista, NE Apr 2009 - Aug 2010 1
Securities America, Inc. Iselin, NJ Jun 2008 - Aug 2010 2
New York Community Bank Staten Island, NY Oct 2007 - Jun 2008 < 1
St Johns University Staten Island, NY Sep 2003 - Jan 2008 4
Work N Gear Staten Island, NY Nov 2005 - Oct 2007 1
Pollaces Catskill, NY Jun 1999 - Sep 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Salvatore M. Palmeri
Phone Number: 800-637-7455
Registered State(s):
  • CT
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
93
Clean Record
This advisor has a clean track record with regulators.

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