Angelos Constantine
CRD Number: 6979927Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Angelos Constantine (CRD# 6979927) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Yarmouth, MA and has over 5 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 5029299
Martha's Vineyard Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Hyannis, MA | Sep 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis, MA | Aug 2019 - Current | 4 |
| Santander Bank, Na | Boston, MA | Jun 2018 - Aug 2019 | 1 |
| Santander Securities, LLC | Dorchester, MA | Jun 2018 - Aug 2019 | 1 |
| Bank Of America | Hyannis, MA | Nov 2013 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CT
- 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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