JC
JC

Jeanine Cerligione

15 Years of Experience
Coral Gables, FL
Broker

Jeanine Cerligione is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, with 15 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.

Loading...

Location

355 Alhambra Cir, Office of Cao - Awl Local Markets Organization, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
National Financial Services LLCBroker
September 2021 - March 2025 · 3 yrs 6 mos
Tigress Financial Partners, LLCBroker
November 2018 - May 2019 · 6 mos
Cowen Execution Services LLCBroker
August 2017 - October 2017 · 2 mos
Macquarie Capital (USA) INC.Broker
May 2013 - February 2016 · 2 yrs 9 mos
Knight Capital Americas LLCBroker
January 2011 - February 2013 · 2 yrs 1 mo
Knight Direct LLCBroker
March 2008 - January 2011 · 2 yrs 10 mos
Edgetrade LLCBroker
December 2005 - September 2008 · 2 yrs 9 mos
State Registrations1 state
NY
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.
Jeanine Cerligione - Financial Advisor | TrueAdvisor