Joseph Reid Constantino
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.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- New Albany Country ClubMay 2024 to Jan 2025
- Aladdin's Ffc EateryMar 2023 to Mar 2024
- AmazonJan 2023 to Feb 2023
- Ethyl + Tank (a&r Creative Group)Jun 2022 to Aug 2022
- Ohio State UniversityAug 2021 to May 2025
- The Golf Dome Summer CampJun 2020 to Aug 2021
- Midway On High (a&r Creative Group)Feb 2020 to Aug 2021
- University of Colorado BoulderAug 2019 to May 2020
- Normany ManorJun 2018 to Aug 2019
- Tanglewood Golf ClubJun 2018 to Sep 2018
- Chagrin Falls High SchoolJul 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8126386
- Firm CRD
- 7691