David Feigelman
David Feigelman 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 (3)
Customer Dispute
February 2018Customer Dispute
January 2003Customer Dispute
April 2000Other Business Activities
David is participating in a class action lawsuit against Peloton through Pomerantz LLP. This involves providing information about his personal investments and takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Buttonwood Securities Corporation of MassachusettsBroker
State Registrations41 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.