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Michael C Ciorlian

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Bank of America, N.A.Aug 2022 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
  3. Olde Queens TavernApr 2019 to May 2022
  4. Rutgers UniversitySep 2018 to May 2022
  5. Jersey Shore Beach ShackMay 2018 to Sep 2018
  6. CostcoFeb 2018 to Jun 2019
  7. Customer Demonstration ServicesFeb 2018 to Jun 2019
  8. Fresh KitchenSep 2017 to May 2018
  9. Manasquan River Golf ClubSep 2016 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7565469
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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