Luciano Verdura, financial advisor Meriden CT
93 score

Luciano Verdura

CRD Number: 5506536
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Luciano Verdura (CRD# 5506536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Meriden, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Stamford, CT Apr 2016 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford, CT Apr 2016 - Current 2
Citizens Bank Madison, CT Mar 2015 - Feb 2016 < 1
Citizens Securities, Inc. Madison, CT Mar 2015 - Feb 2016 < 1
Santander Securities LLC Guaynabo, PR Mar 2013 - Mar 2015 2
Sovereign Bank Wethersfield, CT Jan 2013 - Mar 2015 2
J.p. Morgan Securities LLC Milford, CT Oct 2012 - Jan 2013 < 1
Jpmorgan Chase Bank Na Stratford, CT Apr 2010 - Jan 2013 2
Chase Investment Services Corp Stratford, CT Apr 2010 - Oct 2012 2
Waddell & Reed, Inc. Hamden, CT Nov 2008 - Apr 2010 1
Various Insurance Carriers For W & R Insurance Agencies Oakville, CT Nov 2008 - Apr 2010 1
Sherwin Williams Waterbury, CT May 2006 - Nov 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Luciano F. Verdura
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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