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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 3 years, 6 months Dec 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatednew York, Ny 3 years, 11 months Jul 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 3 years, 11 months Jul 2013 - Present
Fred Alger Management 3 years Jun 2010 - Jun 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated 24 years, 6 months Nov 1985 - May 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporatednew York, Ny 24 years, 6 months Nov 1985 - May 2010
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Michael P Campbell?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 19, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 19, 2017
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 May 24, 2017
    • $639.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $349.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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