Justyn Jeffrey Caccese
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.Sep 2026 to now
- JetservicesOct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- AramarkApr 2022 to now
- Bank of AmericaJun 2023 to Aug 2023
- Primo HoagiesMay 2021 to Sep 2021
- Saint Joseph UniversityAug 2020 to May 2024
- The MerionNov 2019 to Mar 2020
- Speed RacewayDec 2017 to Feb 2018
- Cinnaminson High SchoolSep 2017 to Aug 2020
- Saint Joseph's Preparatory SchoolSep 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7993310
- Firm CRD
- 7691