Hunter Prescott Coraggio
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- J.P. Morgan Securities LLCJul 2021 to May 2026
- JPMorgan Chase Bank, N.A.Jul 2021 to May 2026
- Morgan StanleyApr 2021 to Jul 2021
- UnemployedJan 2021 to Mar 2021
- DoordashApr 2020 to Dec 2020
- UnemployedOct 2019 to Mar 2020
- League ShoreMay 2019 to Sep 2019
- Medford Wine and SpiritsJan 2019 to Jun 2019
- UnemployedJun 2011 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7355815
- Firm CRD
- 7691