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Salvatore Tiano

36 Years of Experience
Palm Beach Gardens, FL
3 DisclosuresBroker

Salvatore Tiano is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palm Beach Gardens, FL, with 36 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

3507 Kyoto Gardens Dr, Florida Pwm Palm Beach, Palm Beach Gardens, FL, 33410

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Settled
Regulatory
November 2008
Final
Customer Dispute
March 2002
Settled
Other Business Activities

Salvatore is involved in numerous business activities, primarily related to real estate and holding companies, including Jupiter Medical Center Foundation, TSG Enterprises (Pure Hockey), Brexa Babes LLC, NexGen Sinai, NexGen Hancock, NextGen Seabags LLC, NextGen Reunion LLC, Sakim LLC, NexGen Tidal LLC, Sakim Realty Holdings LLC, VelocityTeamSales, Inc, Grand Pointe Holdings, LLC, Sakim Investments LLC, and SmartfoodsVendingLLC. These activities require minimal time commitment overall.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2024 - Present · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - April 2024 · 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - April 2024 · 7 mos
J.P. Morgan Private Wealth Advisors LLC
January 2020 - April 2024 · 4 yrs 3 mos
First Republic Securities Company, LLCBroker
January 2020 - September 2023 · 3 yrs 8 mos
J.P. Morgan Securities LLC
January 2001 - January 2020 · 19 yrs
J.P. Morgan Securities LLCBroker
January 1991 - January 2020 · 29 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
June 1989 - February 1991 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Salvatore Tiano - Financial Advisor | TrueAdvisor