Salvatore Michael Fortunato
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- LPL EnterpriseFeb 2025 to Feb 2026
- Prudential AdvisorsFeb 2025 to Feb 2026
- AldiJan 2024 to Apr 2024
- Avnet ElectronicsMar 2022 to Mar 2023
- Adp, LLCFeb 2022 to Mar 2022
- Post Road Management LLCFeb 2021 to Mar 2022
- Saucon Valley Country ClubOct 2018 to Dec 2020
- Independent Contractor/golf CaddieApr 2018 to Mar 2026
- Saucon Valley Country ClubOct 2017 to Apr 2018
- Sam's ClubOct 2016 to Oct 2017
- Desales UniversityAug 2016 to Nov 2017
- UnemployedJan 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8036142
- Firm CRD
- 7691