John Matzoll
John Matzoll is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Sacramento, CA, with 43 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
555 Capitol Mall, Sacramento, CA, 95814
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2009Customer Dispute
February 2004Customer Dispute
January 2000Other Business Activities
John is a trustee for family trusts, dedicating about 10-20% of his time. He also works as a contract pilot for Axis Jet, LLC, spending about a quarter of his time, and provides financial counsel to the Bishop of the Dioceses of Sacramento, spending minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations49 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.