Ronald Murad
Ronald Murad is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charleston, WV, with 44 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
500 Lee St E, Charleston, WV, 25301
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Customer Dispute
December 2000Other Business Activities
Ronald is the Board President of the St. George Foundation, reviewing investment performance and facilitating meetings, dedicating a few hours per week. He is also a Board Member for the Charleston Coliseum Convention Center, focusing on maintenance and operations, spending minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Alex. Brown & Sons, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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