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Michael T Lagnese

Merrill Lynch, Pierce, Fenner & Smith Inc.

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About Michael T Lagnese

Michael Lagnese is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since March 3, 2016, and is currently registered in Connecticut, New York and Texas. Michael is also registered as an investment advisor representative in Connecticut, New York and Texas. Michael specializes in providing advisory services to high net worth individuals, corporations, and other businesses. Michael also provides portfolio management for pension plans.

Firm Information

Michael Lagnese is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc. is a corporation that has been in operation since November 10, 1958. The firm has its main office located in NEW YORK, NY, United States. Merrill Lynch, Pierce, Fenner & Smith Inc. provides a range of advisory services, including other, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage assets for various client types, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
Merrill Lynch, Pierce, Fenner & Smith Inc.

450 OLD COUNTRY RD

RIVERHEAD, NY 11901

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lagnese’s Registration & Firm History

NY

10/13/2023 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERHEAD NY)

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Licenses & Designations

BOTH

Issued 6/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/4/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Michael T Lagnese. Review regulatory record here.
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