Joel Dipersio
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 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
12 years in the industry.
- Bank of America, N.A.Aug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to now
- Bank of America N.A.Jan 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Nov 2021
- 15 Church RestaurantOct 2018 to Sep 2019
- Mark Thomas Men's ApparelJun 2018 to Jan 2022
- Next Financial Group, Inc.Apr 2018 to Sep 2019
- MassmutualSep 2017 to Jan 2018
- Kpm GroupJul 2017 to Mar 2018
- Eden Advisory ServicesDec 2016 to Jul 2017
- Northwestern MutualMay 2016 to Jan 2017
- University At Albany, SunyAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (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
- 6652220
- Firm CRD
- 7691