Joseph Dellacroce
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.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Alliance MobileNov 2023 to Jul 2024
- Exterior Point Home RemodelingAug 2023 to Nov 2023
- AppleJul 2022 to Aug 2023
- UnemployedMar 2022 to Jul 2022
- United States Air ForceJul 2020 to Mar 2022
- Luigi's PizzaDec 2019 to Jun 2020
- ClimbzoneDec 2019 to Dec 2019
- WalmartJun 2019 to Aug 2019
- Dunkin DonutsNov 2018 to Nov 2018
- Party PerfectOct 2018 to Nov 2019
- Joan of Arc ElectricJun 2018 to Aug 2018
- Eagle Oaks Country ClubJun 2017 to Aug 2017
- Panera BreadApr 2017 to Jun 2018
- Howell High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7964663
- Firm CRD
- 7691