Joseph Surace is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-01-25 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-11-08 | 2023-08-16 | — |
| EQUITABLE ADVISORS, LLC | 2022-08-19 | 2022-09-26 | — |