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Mark Mucciacciaro

29 Years of Experience
Yardley, PA
Broker

Mark Mucciacciaro is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Yardley, PA, with 29 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

1040 Stony Hill Rd, Yardley, PA, 19067

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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

Mark is an adjunct professor at Temple University, teaching a financial planning class in the MBA program. He also serves on the investment committee for the United States Youth Soccer Association, helping to manage their financial accounts.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - Present · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2016 · 7 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2016 · 7 yrs 4 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2002 - December 2008 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - December 2008 · 11 yrs 11 mos
State Registrations30 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.
Mark Mucciacciaro - Financial Advisor | TrueAdvisor