James Decandia, financial advisor East Setauket NY

James Decandia

CRD Number: 7776512
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

James Decandia (CRD# 7776512) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Setauket, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated East Setauket, NY Nov 2020 - Current 3
Tellers Islip, NY Oct 2021 - Dec 2021 < 1
Mcdonalds Smithtown, NY Mar 2015 - Sep 2020 5
Suffolk County Community College Brentwood, NY Jan 2018 - May 2020 2
Unemployed (minor) Kings Park, NY Dec 1999 - Feb 2015 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for James Decandia
Phone Number: 800-637-7455
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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