JD
JD

John Domenico

24 Years of Experience
Palm Beach, FL
Broker

John Domenico is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palm Beach, FL, with 24 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

132 Royal Palm Way, Palm Beach, FL, 33480

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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

John inherited a charter boat business in Cape Cod, MA, which is run by a licensed captain. He is also a board member of the PGA Corridor Association, dedicating minimal time to helping guide the city and with charity drives.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - Present · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.
May 2005 - October 2009 · 4 yrs 5 mos
Banc of America Investment Services, INC.Broker
May 2005 - October 2009 · 4 yrs 5 mos
Morgan Stanley
May 2001 - May 2005 · 4 yrs
Morgan Stanley Dw INC.Broker
May 2001 - May 2005 · 4 yrs
State Registrations4 states
DCFLMANY
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.
John Domenico - Financial Advisor | TrueAdvisor