Michael Centonza
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.
- Bank of America, N.AJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Equitable Advisors, LLCAug 2020 to May 2024
- Home AdvisorJan 2020 to Feb 2020
- UnemployedDec 2019 to Jul 2020
- South Shore Golf CourseJul 2019 to Nov 2019
- New York YankeesJun 2018 to Jun 2019
- Cuny- College of Staten IslandAug 2016 to May 2018
- Wilentz, Goldman & SpitzerJun 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7283871
- Firm CRD
- 7691