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Gaetano Naccarella

28 Years of Experience
Paramus, NJ
Broker

Gaetano Naccarella is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Paramus, NJ, with 28 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

115 W Century Rd, Paramus, NJ, 07652

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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

Gaetano is a member of Naccatamby Enterprises, LLC, a holding company for a condo unit in Myrtle Beach, SC, co-owned with a friend. He spends minimal time on this activity and has no direct responsibilities.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - Present · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
March 2008 - February 2012 · 3 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - May 2007 · 6 yrs 5 mos
Sanford C. Bernstein & CO., INC.Broker
June 1996 - December 2000 · 4 yrs 6 mos
State Registrations26 states
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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.