Antonio Joseph Bugli
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- LPL Financial, LLCSep 2024 to Aug 2026
- Woodbury Financial Services IncAug 2023 to Jan 2024
- Osaic Wealth, Inc.May 2023 to Mar 2025
- Next Degree Financial, LLCMay 2023 to Aug 2024
- University of Michigan-flintAug 2019 to Apr 2023
- Metropolitan Concrete CorporationJun 2016 to Aug 2022
- Romeo High SchoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7737325
- Firm CRD
- 7691