Michael D'onofrio
CRD Number: 7146490Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael D'onofrio (CRD# 7146490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Forney, TX and has 1 year of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Forney, TX | Feb 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Forney, TX | Dec 2023 - Current | < 1 |
| Self Employed | Dallas, TX | Oct 2022 - Oct 2023 | 1 |
| Ubs Securities LLC | New York City, NY | Jul 2020 - Nov 2022 | 2 |
| The Ohio State University | Columbus, OH | Jan 2020 - Apr 2020 | < 1 |
| The Ohio State University | Columbus, OH | Jun 2016 - Dec 2019 | 3 |
| Rbc | New York City, NY | Jun 2019 - Aug 2019 | < 1 |
| Copper Run Capital LLC | Columbus, OH | May 2018 - May 2019 | 1 |
| Lynq | New York City, NY | Jun 2017 - Sep 2017 | < 1 |
| Sunrise Windows, Ltd. | Temperance, MI | Jun 2016 - Jul 2016 | < 1 |
| Sylvania Public Schools | Sylvania, OH | Jun 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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