Nathan G Ciocca
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.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- VmlMay 2024 to Jun 2026
- The Venetian Las VegasJun 2023 to Aug 2023
- Full-time EmploymentAug 2022 to May 2023
- Wilson Sheehan Lab for Economic OpportunitiesJun 2022 to Aug 2022
- Full-time EducationAug 2021 to May 2024
- Torchy's TacosJun 2021 to Aug 2021
- Full-time Education/ Holly CrossAug 2020 to May 2026
- Full-time EducationAug 2019 to Aug 2020
- Olympic Pool ManagementMay 2018 to Aug 2019
- Full-time High School StudentAug 2017 to May 2018
- Southside Bar & GrilleMay 2017 to Aug 2017
- Full-time High School StudentAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8305770
- Firm CRD
- 7691