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Gregory Dinarda

40 Years of Experience
Canton, OH
Broker

Gregory Dinarda is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Canton, OH, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

4300 Munson St Nw, Canton, OH, 44718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is the owner of EPCO, LTD dba Ermanno's Pizza, an LLC, and is involved in general management of the pizza shop. This takes a few hours per week.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - Present · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - Present · 18 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - December 2008 · 1 yr 2 mos
Butler, Wick & CO., INC.Broker
October 1989 - September 2007 · 17 yrs 11 mos
Pw Securities, INC.Broker
September 1985 - March 1990 · 4 yrs 6 mos
N.I.S. Financial Services, INC.Broker
July 1985 - September 1985 · 2 mos
State Registrations34 states
ALARAZCACOCTDCFLGAILINKSKYLAMAMDMIMNMONCNJNMNVNYOHORPASCTNTXVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Dinarda - Financial Advisor | TrueAdvisor