Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
26yrs
Angeline Caesar
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience at Merrill Lynch, Pierce, Fenner & Smith
Office301 Tresser Blvd Office Of CAO - AWL Local Markets Organization, Stamford, CT 06901
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2019 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- 2015 – 2019Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Angeline
Tailored to Angeline’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Angeline
How do I contact Angeline?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Angeline Caesar. Angeline works from the Stamford, CT office.
How long has Angeline been a financial advisor?
Angeline has been in the industry since 2000, about 26 years. Top 24% by experience at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Angeline hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Angeline a fiduciary?
Angeline is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Angeline paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Angeline for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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