![John Defalco, financial advisor Freehold NJ](/img/ws/profile-blank-sq.png)
John Defalco (CRD# 2940946) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 26 years of experience in the finance industry.
![Raymond Abbate, financial advisor Freehold NJ](/img/ws/profile-blank-sq.png)
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Frank Abella, financial advisor Freehold NJ](/img/ws/profile-blank-sq.png)
CRD# 1852802
Investment Partners Asset Management
![Gregg Abella, financial advisor Freehold NJ](/img/ws/profile-blank-sq.png)
CRD# 3160155
Investment Partners Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Freehold, NJ | Apr 2022 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Inc. | Freehold, NJ | Oct 2001 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1997 |
S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- NJ
-
Total Assets Under Management1,271,594MILLIONS
-
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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