Michael Stuart Baldecchi
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Jul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to now
- Atlas Container CorporationJul 2021 to Aug 2021
- UnemployedMay 2021 to Aug 2021
- District Moving CompanyMay 2020 to Jul 2020
- Chesapeake Orthopedic & Sports Medicine CenterDec 2019 to Jan 2020
- Sherwood Forest Summer CampJun 2019 to Aug 2019
- Rethink Water CompanyMay 2018 to Jul 2018
- University of MississippiAug 2017 to May 2021
- Sherwood Forest Summer CampMay 2017 to Jul 2017
- St. Mary's High SchoolAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7531206
- Firm CRD
- 7691