Steven Campione
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 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
9 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Professional Search Network, LLPAug 2024 to Aug 2024
- UnemployedJun 2024 to Aug 2024
- State University of New YorkAug 2023 to May 2024
- Willis Towers WatsonJun 2022 to Sep 2023
- Suny New PaltzAug 2020 to May 2024
- State University of New YorkAug 2020 to May 2023
- Under ArmourJun 2020 to Dec 2021
- Salisbury UniversitySep 2019 to May 2020
- Chester High SchoolJun 2019 to Aug 2019
- Monroe Woodbury High SchoolSep 2015 to Jun 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
- 7992045
- Firm CRD
- 7691