Dionysios Skaliotis
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
- Bank of America, N.A.Feb 2024 to now
- UBS Financial ServicesMar 2023 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Feb 2023
- UnemployedMar 2020 to Jul 2020
- UBS Financial ServicesJan 2020 to May 2020
- The Vanderbilt HotelAug 2019 to Jan 2020
- 22 Bowens RestaurantMar 2019 to Aug 2019
- 41 North HotelOct 2018 to Dec 2018
- New Bedford Public BeachesJun 2017 to Sep 2017
- Green Home SolutionsMay 2017 to Sep 2017
- Salve Regina UniversitySep 2016 to May 2020
- StudentSep 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7216937
- Firm CRD
- 7691