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Michael Donato

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
NJ RA APPROVED 2026-07-08
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • NJ RA
    APPROVED
    Since 2026-07-08

Branch Locations

77 Broad St, Red Bank, NJ 07701 • 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
Knox Grove Financial Pennington NJ 03/2020 04/2026
Sprig Market Red Bank NJ 07/2017 03/2020
Old Glory Keyport NJ 01/2016 07/2017
Osaic Pennington NJ 10/2023 06/2025
The Ameriflex Group Las Vegas NV 07/2024 04/2026
Cambridge Investment Research, Inc. Fairfield IA 06/2025 04/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 06/2026 Present
Bank Of America, N.A. Red Bank NJ 07/2026 Present
  • 03/2020 → 04/2026
    Knox Grove Financial
    Pennington, NJ
  • 07/2017 → 03/2020
    Sprig Market
    Red Bank, NJ
  • 01/2016 → 07/2017
    Old Glory
    Keyport, NJ
  • 10/2023 → 06/2025
    Osaic
    Pennington, NJ
  • 07/2024 → 04/2026
    The Ameriflex Group
    Las Vegas, NV
  • 06/2025 → 04/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Red Bank, NJ
  • 07/2026 → Present
    Bank Of America, N.A.
    Red Bank, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-08
  • S66 Uniform Combined State Law Examination
    2024-07-08
Other Names
  • Michael Vincent Donato

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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