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Dominic Giovanni Oddo

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 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

7 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to now
  2. Greystone Golf Club and Banquet CenterApr 2023 to Oct 2023
  3. Walsh CollegeJan 2021 to Dec 2022
  4. Greystone Golf Club and Banquet CenterApr 2019 to Oct 2019
  5. Regency of Shelby TownshipNov 2018 to Dec 2019
  6. Greystone Golf Club and Banquet CenterMay 2018 to Oct 2018
  7. Macomb Community CollegeAug 2017 to Jul 2020
  8. Greystone Golf Club and Banquet CenterMay 2017 to Oct 2017
  9. UnemployedAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
7241274
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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