John Hudspeth
John Hudspeth is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Naples, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
9128 Strada Pl, Naples, FL, 34108
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Regulatory History (1)
Customer Dispute
January 2002Other Business Activities
John is involved with Rosewood Equities LLC in real estate investing as a principal signatory, dedicating minimal time. He also owns rental property at 5238 Ocean Drive, spending minimal time on renting it out before rebuilding.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations48 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.