Anthony F Tanzola
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2024 to now
- Firm Foundation Family WealthSep 2024 to Nov 2024
- La Fontana Del MareJun 2024 to Aug 2024
- RBC Wealth ManagementJun 2024 to Aug 2024
- Fiola MiamiJan 2024 to Apr 2024
- Passariello's Moorestown-pizzeria & Italian KitchenDec 2023 to Jan 2024
- ErmprotectOct 2023 to Dec 2023
- Ocean City Nj Surf SchoolJun 2023 to Aug 2023
- La Fontana Del MareMay 2023 to Aug 2023
- Fiola MiamiFeb 2023 to May 2023
- Ocean City Nj Surf SchoolJun 2022 to Aug 2022
- Library IiNov 2021 to Jan 2022
- University of MiamiAug 2021 to Dec 2024
- Ocean City Nj Surf SchoolJun 2021 to Aug 2021
- UnemployedMay 2021 to Jun 2021
- Saint Joseph's UniversityAug 2020 to May 2021
- Prep's PizzeriaJun 2020 to Aug 2020
- Saint Joseph's Preparatory SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8025957
- Firm CRD
- 7691