Anthony S Dinovo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 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
18 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Guild AssociatesMay 2023 to Aug 2023
- Guild AssociatesMay 2022 to Aug 2022
- University of DaytonAug 2021 to May 2025
- Guild AssociatesJun 2021 to Aug 2021
- Guild BiosciencesJun 2020 to Aug 2020
- Guild BiosciencesJun 2019 to Aug 2019
- Bishop Watterson High SchoolAug 2017 to Jun 2021
- St. Brendan ElementaryAug 2008 to Jun 2017
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
- 8126405
- Firm CRD
- 7691