Annette Musa
Annette Musa is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Scottsdale, AZ, with 41 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
14636 N Scottsdale Rd, Scottsdale, AZ, 85254
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Regulatory History (1)
Customer Dispute
July 1998Other Business Activities
Annette owns a Jazzercise franchise and teaches fitness classes, dedicating about 10-20% of her time to this activity. She is also a member of the board for Feeding Matters, attending one board meeting every quarter.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Comerica SecuritiesBroker
Comerica Securities
Banc One Securities Corporation
Banc One Securities CorporationBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Smith Barney INC.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
Painewebber IncorporatedBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations3 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.