Steven Andrew Zografos
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Buteras Restaurant Inc.Jun 2024 to Aug 2024
- Ohio State - Competitive Sports OfficeFeb 2024 to Apr 2024
- Encore NationwideAug 2023 to Apr 2024
- Transamerica Agency NetworkMay 2023 to Oct 2023
- Nassau County Department of Public WorksJun 2022 to Aug 2022
- Cancos Tile and StoneApr 2021 to Aug 2021
- The Ohio State UniversityAug 2020 to May 2024
- Harbour Green Shore ClubJul 2020 to Aug 2021
- Piquets Lane Shore ClubJun 2019 to Jul 2020
- Massapequa High SchoolAug 2014 to Jul 2020
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
- 7977057
- Firm CRD
- 7691