David BiunnoCRD Number: 4590759
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Biunno (CRD# 4590759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 8 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Bank Of America, N.a.||Short Hills, NJ||Dec 2016 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Short Hills, NJ||Jul 2016 - Current||6|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jan 2011 - Jul 2016||5|
|Penn Mutual Life Ins Co||Horsham, PA||Dec 2010 - Jul 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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