Salvatore Michael Fortunato

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 02/2026
  Lpl Enterprise
  Basking Ridge, NJ
• 04/2018 → 03/2026
  Independent Contractor/Golf Caddie
  Bethlehem, PA
• 03/2022 → 03/2023
  Avnet Electronics
  Orlando, FL
• 10/2018 → 12/2020
  Saucon Valley Country Club
  Bethlehem, PA
• 10/2017 → 04/2018
  Saucon Valley Country Club
  Bethlehem, PA
• 01/2015 → 04/2018
  Unemployed
  Easton, PA
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 02/2025 → 02/2026
  Prudential Advisors
  Basking Ridge, NJ
• 10/2016 → 10/2017
  Sam's Club
  Easton, PA
• 08/2012 → 09/2016
  Redner's Markets Inc
  Easton, PA
• 01/2024 → 04/2024
  Aldi
  Center Valley, PA
• 02/2022 → 03/2022
  Adp, Llc
  Allentown, PA
• 02/2021 → 03/2022
  Post Road Management Llc
  Easton, PA
• 08/2016 → 11/2017
  Desales University
  Center Valley, PA
• 04/2026 → Present
  Bank Of America, N.A.
  Pennington, NJ

Previous Registrations

• 2025-07-10 → 2026-03-02
  Lpl Enterprise, Llc
  Bedminster, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-07-09

Other Names

• Salvatore Fortunato
• Salvatore Michael Fortunato
• Salvatore M Fortunato
• Sal Fortunato