Anthony Stefanelli
CRD Number: 6499502Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anthony Stefanelli (CRD# 6499502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Wayne, NJ | Jul 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne, NJ | Apr 2021 - Current | 3 |
| Bank Of America Private Bank | New York, NY | May 2019 - Apr 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne, NJ | May 2015 - May 2019 | 4 |
| Montclair State University | Montclair, NJ | Sep 2012 - May 2016 | 3 |
| Bagelwich | Verona, NJ | May 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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