Bernice Antonelli
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Blue Bell, PA
Last updated 2026-10-10
Claim your profileBernice Antonelli is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA, CRD 1327273. Licenses and exams on the registration: Series 63, Series 66. First registered 2010-09-16.
Registration
- CRD number
- 1327273
- Registration status
- Active
- First registered
- 2010-09-16
- Years of experience
- 16
- States registered
- PA, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2015-11 to 2017-12 · Wells Fargo Advisors, LLC · New York, NY
- 2018-01 to 2022-04 · Glenmede Trust Co · Philadelphia, PA
- 2022-05 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Blue Bell, PA
Current employment
- Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY
Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Regulatory AUM
- $1,781,568,171,479
- Registered advisors
- 25,565
- Offices
- 5,327
- Clients per advisor
- 71.9 (Moderate)
- Average AUM per client
- $968.8K (Low)
- High-net-worth client ratio
- 28.4% (Moderate)
Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments
What this firm offers
Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Location
470 Norristown Rd, Blue Bell, PA 19422
39 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Bernice Antonelli?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.