Steve MaconiCRD Number: 1078760
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Steve Maconi (CRD# 1078760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, DE and has over 35 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Bank Of America, Na||Wilmington, DE||Dec 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wilmington, DE||Aug 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
- Customer Dispute
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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