Gregory Baker
Gregory Baker is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bethesda, MD, 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
7501 Wisconsin Ave, Bethesda, MD, 20814
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Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Gregory owns multiple rental properties and is an owner of NVUS, LLC, which invests in and runs Massage Envy franchises. He also serves as Vice President of his community's Homeowner's Association, Kelly's Landing Property Owner's Association, dedicating minimal time to this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Fsc Securities CorporationBroker
State Registrations33 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.