MC
MC

Michael Cirullo

47 Years of Experience
Ipswich, MA
Broker

Michael Cirullo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Ipswich, MA, with 47 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

Ipswich, MA

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - Present · 14 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - Present · 14 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - September 2011 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.
March 1993 - June 2009 · 16 yrs 3 mos
Citigroup Global Markets INC.Broker
April 1990 - June 2009 · 19 yrs 2 mos
Dean Witter Reynolds INC.Broker
April 1988 - May 1990 · 2 yrs 1 mo
Shearson Lehman Hutton INC.Broker
February 1988 - April 1988 · 2 mos
E. F. Hutton & Company INCBroker
May 1978 - February 1988 · 9 yrs 9 mos
State Registrations24 states
ALAZCACOCTDEFLGAIDILMAMDMENCNHNJNVNYORPARISCTXVA
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.