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Russell Joseph Caramagno

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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

13 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
  2. Better MortgageAug 2021 to Apr 2022
  3. UnemployedMay 2021 to Jul 2021
  4. Augusta National Golf ClubNov 2020 to Nov 2020
  5. StudentMar 2020 to Nov 2020
  6. Village Idiot PizzaMar 2020 to Mar 2020
  7. Finns HarborsideJun 2019 to Aug 2019
  8. University of South CarolinaAug 2017 to May 2021
  9. East Greenwich High SchoolAug 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
7543761
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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