Gregory SatrialeCRD Number: 7386567
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gregory Satriale (CRD# 7386567) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has 1 year of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Hightower Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greenwich, CT||May 2020 - Current||2|
|Binghamton University||Binghamton, NY||Sep 2019 - May 2020||< 1|
|Lord & Taylor||Eastchester, NY||Dec 2018 - Jan 2020||1|
|Binghamton University||Binghamton, NY||Aug 2016 - Sep 2019||3|
|Bank Of America||New York, NY||Jun 2019 - Aug 2019||< 1|
|Eastchester High School||Eastchester, NY||Sep 2010 - Sep 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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