Nicole Lynne Bilotto
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 yearsExperience
4 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to now
- First Republic Investment Management, IncMar 2023 to Apr 2023
- First Republic Securities Company, LLCMar 2023 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Mar 2023
- Montcalm Tcr LLCJan 2018 to May 2019
- RBC Capital Markets, LLCAug 2017 to Jan 2018
- J.P. Morgan Securities LLCMay 2015 to Aug 2017
- JPMorgan Chase Bank NAMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, NJ, NY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4703016
- Firm CRD
- 7691