Edward Lamanna
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Edward Lamanna? Claim your profile
Contact this firm
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
16 years in the industry.
- Bank of America, N.A.Aug 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to now
- UnemployedNov 2019 to Jul 2020
- United Parcel ServiceJul 2019 to Oct 2019
- UpsJul 2019 to Oct 2019
- Momentum SolarSep 2018 to Jun 2019
- Catapult Craft LLCApr 2017 to Sep 2018
- Manhattan Beer DistributorsOct 2010 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7265611
- Firm CRD
- 7691