Nicholas Marinelli
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
3 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
12 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- J.P Morgan Securities LLCApr 2025 to Oct 2025
- JPMorgan Chase Bank, N.A.Apr 2025 to Oct 2025
- Jim Marinelli Contracting LLCSep 2019 to Mar 2025
- AdpAug 2018 to Sep 2019
- UpsMar 2018 to Mar 2018
- Jim Marinelli Contracting LLCJan 2018 to Jul 2018
- YextNov 2017 to Dec 2017
- UnemployedApr 2015 to Oct 2017
- Siena CollegeSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 8073445
- Firm CRD
- 7691