Giancarlo Manzone, financial advisor Wilton CT

Giancarlo Manzone

CRD Number: 7639652
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Giancarlo Manzone (CRD# 7639652) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilton, CT 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 Shelton, CT Jul 2015 - Current 8
Bank Of America N.a. Shelton, CT Jul 2015 - Current 8
Signorello Of Westport Westport, CT Aug 2000 - Jul 2015 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2023
Contact Info for Giancarlo Manzone
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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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