Joseph Dehni, financial advisor Murrieta CA

Joseph Dehni

CRD Number: 6779621
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Joseph Dehni (CRD# 6779621) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murrieta, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Murrieta, CA Dec 2015 - Current 4
Bank Of America, N.a. Murrieta, CA Dec 2015 - Current 4
7 Eleven Lake Elsinore, CA Feb 2017 - Mar 2019 2
Gabriel Realty Group Redlands, CA Mar 2015 - Dec 2015 < 1
Pacific Pita Murrieta, CA Sep 2010 - Mar 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Joseph E. Dehni
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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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