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Michael John Marano

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.

  1. Bank of America, N.A.Oct 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
  3. Altum Capital ManagementFeb 2024 to Jul 2025
  4. Fdx Capital LLCMay 2023 to Jan 2024
  5. Onewall CommunitiesFeb 2021 to Jul 2023
  6. UnemployedDec 2020 to Jan 2021
  7. Inte Securities LLCOct 2019 to Nov 2020
  8. Landmark DividendApr 2019 to Oct 2019
  9. Regal Property GroupFeb 2019 to Mar 2019
  10. East Coast DesignOct 2018 to Apr 2019
  11. Greycliff Advisory GroupJul 2018 to Dec 2018
  12. Ocean Block CapitalJan 2018 to Jun 2018
  13. National Securities CorpJan 2017 to Jan 2018
  14. Hanover Township Municipal OfficesJul 2014 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
6725056
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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