Colton Jack Deleo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Ll BeanJan 2025 to May 2025
- J & H Pool and PatioJun 2023 to Feb 2026
- Big YMay 2021 to Aug 2022
- University of Southern MaineSep 2020 to May 2025
- Masuk High SchoolJul 2019 to Jun 2020
- Fairfield Comedy ClubJun 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8246148
- Firm CRD
- 7691