Nicholas Curmi
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Nicholas Curmi? Claim your profile
Contact this firm
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 IncorporatedJun 2024 to now
- 2ndlife BatteriesAug 2023 to May 2024
- GparencyJun 2023 to Aug 2023
- Solar GridsFeb 2023 to May 2023
- Equitable AdvisorsJun 2022 to Aug 2022
- Curmsons Auto SalesJul 2021 to Jul 2021
- Nordstrom RackJun 2021 to Aug 2021
- Binghamton UniversityAug 2020 to May 2024
- High Point UniversityAug 2019 to May 2020
- Plandome Country ClubMay 2019 to Jul 2020
- Paul D Schriber High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7946549
- Firm CRD
- 7691