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Marc Demicco

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

11 years in the industry.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
  2. UnemployedNov 2022 to Feb 2023
  3. Goldfield Cardiovascular InstituteSep 2022 to Oct 2022
  4. StretchlabAug 2022 to Nov 2022
  5. Fore FundingFeb 2022 to Sep 2022
  6. Home Point FinancialFeb 2022 to Feb 2022
  7. UnemployedDec 2021 to Feb 2022
  8. A.T Still UniversityJul 2021 to Dec 2021
  9. UnemployedJun 2021 to Jul 2021
  10. R.O.C Physical TherapyJan 2020 to May 2021
  11. Evening Entertainment GroupJun 2019 to May 2020
  12. Fit Body BootcampJan 2019 to Jun 2019
  13. Arizona State UniversityAug 2018 to May 2020
  14. Ati Physical TherapyMay 2018 to Feb 2019
  15. Generations Senior LivingJan 2016 to May 2018
  16. Chandler Gilbert Community CollegeAug 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7705120
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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