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Mirna Succari

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI

Boston, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-06-13
  • CT RA
    APPROVED
    Since 2024-06-13

Branch Locations

1 Financial Plz, Providence, RI 02903 • United States

100 Federal St, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cco Investment Services Somerville MA 09/2009 10/2016
Citizens Securities Inc Somerville MA 09/2009 08/2021
Clarfeld Financial Advisors, Llc Somerville MA 08/2019 03/2022
Citizens Securities, Inc. Medford MA 08/2021 03/2022
J.P. Morgan Securities Llc Boston MA 03/2022 05/2024
Jpmorgan Chase Bank, N.A. Boston MA 03/2022 05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-21
S63 Uniform Securities Agent State Law Examination 2006-12-08
  • S66 Uniform Combined State Law Examination
    2012-12-21
  • S63 Uniform Securities Agent State Law Examination
    2006-12-08
Other Names
  • Mirna R. Succari
  • Mirna Succari
  • Mirna Radwan Succari

View on SEC IAPD

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