Nicklaus J Palmesano
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- T Rowe PriceJul 2022 to Jun 2024
- Northwestern MutualMay 2021 to Dec 2022
- Asta ParkingJun 2019 to Aug 2021
- Loyola University MarylandSep 2018 to May 2022
- South East Personnel Leasing Inc.May 2016 to Jun 2019
- Coral Ridge Yacht ClubMay 2016 to Sep 2018
- St. Thomas AquinasSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7361187
- Firm CRD
- 7691