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Derek Pirruccello, CFP(R), financial advisor Mystic CT

Derek Pirruccello, CFP(R)

CRD Number: 5304633
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Derek Pirruccello (CRD# 5304633) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New London, CT and has over 8 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of America, N.a. New London, CT May 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith New York, NY Mar 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Derek S. Pirruccello, CFP(R)
27 Coogan Blvd, Mystic, CT 06355
Phone Number: 800-637-7455
Firm Website: http://www.merrilledge.com/guided-investing
Registered State(s):
  • CT
  • TX
Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
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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