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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 1 year, 11 months Mar 2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2 years Feb 2014 - Present
Morgan Stanley Smith Barney 4 years, 8 months Jun 2009 - Feb 2014
Morgan Stanley & Co. Incorporated 6 years, 1 month Jan 2008 - Feb 2014
Thomson Reuters 2 years, 1 month Dec 2005 - Jan 2008
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Billie Jo Davey-Salter?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 23, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 23, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on Jan. 22, 2016
    • $560.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $352.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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