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Dominic Anthony Miritello

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to now
  2. Bank of AmericaAug 2023 to Mar 2024
  3. Southern New Hampshire UniversityAug 2023 to Mar 2024
  4. The Vanguard Group, Inc.Jun 2022 to Aug 2023
  5. Skyla Federal Credit Union('small Business Banker)Nov 2021 to Jun 2022
  6. Charlotte Metro Federal Credit UnionDec 2020 to Jun 2022
  7. Skyla Federal Credit UnionNov 2020 to Nov 2021
  8. Self-employedJul 2020 to Oct 2020
  9. Southern New Hampshire UniversityAug 2019 to Feb 2022
  10. Hudson Valley Credit UnionDec 2018 to Oct 2020
  11. Wild Dunes ResortAug 2015 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
7561994
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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