Edward Lawrence Inchiostro
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Edward Lawrence Inchiostro? Claim your profile
Contact this firm
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
11 years in the industry.
- Bank of America, N.AMay 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to now
- Cetera Investment Advisors LLCOct 2018 to Apr 2019
- Cetera Investment Services LLCOct 2018 to Apr 2019
- Regions BankOct 2018 to Apr 2019
- UnemployedSep 2018 to Sep 2018
- Edward JonesOct 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 6568645
- Firm CRD
- 7691