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Nicholas Comella

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.

  1. Bank of America, N.A.Jul 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
  3. PathstoneSep 2024 to Jun 2025
  4. Florida Financial Advisors dba Elevate Financial PlanningAug 2024 to Sep 2024
  5. Pilmoth Investment AdvisorsJun 2023 to Jul 2023
  6. Bay Coast BankMay 2023 to Jul 2023
  7. Pilmoth Investment AdvisorsMay 2022 to Jul 2022
  8. WalmartMay 2021 to Aug 2021
  9. Stonehill CollegeAug 2020 to May 2024
  10. DoordashJun 2020 to Jan 2024
  11. Depetrillo's Pizza and BakeryJun 2018 to Aug 2018
  12. Bishop Hendricken High SchoolAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7968263
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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