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Giovanni Romero, financial advisor Port Chester NY

Giovanni Romero

CRD Number: 7521855
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Giovanni Romero (CRD# 7521855) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Chester, 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 Bronx, NY Feb 2022 - Current 2
Bank Of America, N.a. Bronx, NY Mar 2019 - Current 5
Citibank N.a. Bronx, NY Feb 2016 - Mar 2019 3
Citibank N.a. Bronx, NY Aug 2012 - Feb 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2022
Contact Info for Giovanni A. Romero
433 Boston Post Rd, Port Chester, NY 10573
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • NY
  • TX
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Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
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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