Jill Salvatore, financial advisor White Plains NY
81 score

Jill Salvatore

CRD Number: 1177053
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jill Salvatore (CRD# 1177053) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. White Plains, NY Nov 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains, NY Oct 2011 - Current 5
Morgan Stanley Smith Barney Boca Raton, FL Mar 2011 - Sep 2011 < 1
David Lerner Associates, Inc. Boca Raton, FL Jun 2010 - Mar 2011 < 1
The Ticktin Law Group Deerfield Beach, FL Feb 2009 - Jun 2010 1
The Berkley Group Fort Lauderdale, FL Feb 2010 - Apr 2010 < 1
Jill Salvatore Incorporated Boca Raton, FL Mar 2005 - Jun 2009 4
Northwestern Debt Delray Beach, FL Oct 2008 - Jan 2009 < 1
Debt Advocacy Center Delray Beach, FL Aug 2008 - Dec 2008 < 1
1st Class Vacations Boca Raton, FL Mar 2008 - Oct 2008 < 1
Barreth Business Group Hallendale Beach, FL Jun 2004 - Mar 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S66 NASAA Uniform Combined State Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jill A. Salvatore
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from Jill Salvatore and other advisors.
BADGES
81

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