Michelle Catano
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- First RepublicJun 2022 to Aug 2022
- NystrsJul 2021 to Aug 2021
- Whole FoodsJul 2020 to Aug 2020
- StaplesJul 2020 to Jul 2020
- Francesca'sFeb 2020 to Jun 2020
- UnemployedSep 2019 to Jan 2020
- Boston CollegeAug 2019 to May 2023
- By the Way BakeryMay 2019 to Aug 2019
- Rosies Frozen YogurtJan 2018 to May 2019
- Round Hill ClubJun 2017 to Jun 2017
- Greenwich AcademySep 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7780546
- Firm CRD
- 7691