AUMdb
JS

Joseph S De Marzo

CRD 5121382

Firms

FirmRoleAs of
Merrill Lynch, Pierce, Fenner & Smith Incorporated Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (3)

OrganizationRoleCompensationAs of
Nearing Butremuk Family Foundation Inc Officer/Director 12/31/2024
The Prevention Council Of Putnam Inc Officer/Director 06/30/2024
Calvary Hospital Inc Officer/Director 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗