Angelos Constantine, financial advisor South Yarmouth MA

Angelos Constantine

CRD Number: 6979927
Current 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 6 years of experience in the finance industry.

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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
Contact Info for Angelos Constantine
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, WY

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