Joseph Alexander Centurioni
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Jnl Stainless IncMay 2025 to Mar 2026
- The Pacific Bridge CompaniesJun 2023 to Aug 2023
- University of Southern CaliforniaAug 2022 to May 2025
- Chaffey CollegeSep 2021 to May 2022
- Chick-fil-aJun 2021 to Jul 2021
- Diamond Baseball Holdings Inland Empire 66ers LLCApr 2021 to May 2021
- McdonaldsAug 2020 to Feb 2021
- Upland High SchoolAug 2017 to Jun 2021
- UnemployedMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8245914
- Firm CRD
- 7691