Gary Owens
Gary Owens is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boca Raton, FL, 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
1 Town Center Rd, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
March 1991Other Business Activities
Gary is involved in several rental property businesses, including Gary Owens, Gary And D Owens, 224 NW 28th St LLC, and 1429 NW 7th Ave LLC. He dedicates minimal time to these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations20 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.