Anthony Amoroso

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-06
NJ	RA	APPROVED	2025-04-17

Branch Locations

Hamilton, NJ • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	02/2021	04/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	04/2022	03/2025
Bank Of America, N.A.	Pennington	NJ	05/2018	07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	07/2019	02/2021
Fidelity Investments	Princeton	NJ	03/2025	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	02/2016	05/2018

02/2021 → 04/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
04/2022 → 03/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
05/2018 → 07/2019

Bank Of America, N.A.

Pennington, NJ
07/2019 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
03/2025 → Present

Fidelity Investments

Princeton, NJ
02/2016 → 05/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-15
S63	Uniform Securities Agent State Law Examination	2013-11-18