Anthony D. Napolitano
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- LPL Financial, LLCJan 2022 to Oct 2023
- Garden State CapitalJul 2021 to Oct 2023
- Royal Alliance AssociatesJul 2021 to Dec 2021
- Media AssemblyJan 2021 to Jul 2021
- AndiamoAug 2020 to Jan 2021
- Cetera Investment Services LLCJan 2020 to Aug 2020
- UnemployedOct 2019 to Jan 2020
- Morgan StanleyJun 2019 to Oct 2019
- AndiamoJan 2019 to Jun 2019
- UnemployedJan 2019 to Jun 2019
- Morgan StanleyJun 2018 to Jan 2019
- Delaware NorthFeb 2018 to Jul 2018
- Brooks BrothersJul 2017 to Aug 2017
- Montclair State UniversitySep 2015 to Jan 2019
- Janson MediaJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 6973745
- Firm CRD
- 7691