Dino Halilovic
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.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Mio Partners (eu) GmbhJan 2024 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Dec 2023
- J.P. Morgan Securities LLCJun 2021 to Aug 2022
- JPMorgan Chase Bank, N.A.Jun 2021 to Aug 2022
- UnemployedMar 2021 to May 2021
- Gold Coast Exotic Imports LLCAug 2020 to Mar 2021
- UnemployedNov 2019 to Aug 2020
- Motor WerksJul 2019 to Nov 2019
- UnemployedMay 2019 to Jul 2019
- Gold Coast Exotic Imports LLCMar 2019 to May 2019
- CareerbuilderDec 2018 to Mar 2019
- Fletcher Jones Chicago / Vista Motors Ltd, LLCDec 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7396599
- Firm CRD
- 7691