Anthony Mesi
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.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Northern TrustMay 2022 to Jan 2026
- University of MiamiAug 2021 to May 2022
- UBSMay 2021 to Aug 2021
- University of MiamiAug 2020 to May 2021
- Chicago Electric Boat CompanyMay 2020 to Aug 2020
- University of MiamiAug 2019 to May 2020
- Chicago Electric Boat CompanyMay 2019 to Aug 2019
- University of MiamiAug 2018 to May 2019
- Chicago Electric Boat CompanyMay 2018 to Aug 2018
- Saint Viator HighschoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7394779
- Firm CRD
- 7691