Nicasio Gristina
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Equitable Advisors, LLCFeb 2025 to Jun 2025
- UnemployedMay 2024 to Feb 2025
- Fairleigh Dickinson UniversityAug 2021 to May 2024
- Jb Hunt Transport IncAug 2020 to May 2024
- UnemployedMar 2020 to Aug 2020
- The DistilleryFeb 2019 to Mar 2020
- Nazareth UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8028825
- Firm CRD
- 7691