Mary Lynes
Mary Lynes is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Leesburg, VA, with 34 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
3 S King St, Leesburg, VA, 20175
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Regulatory History (1)
Customer Dispute
October 1998Other Business Activities
Mary co-owns a business with family members, dedicating minimal time. She is also a general partner/managing member of Elevations Aircraft LLC, which owns and leases an airplane, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Salomon Smith Barney INC.Broker
American Security Investment Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Mitchell Hutchins Asset Management INC.Broker
State Registrations53 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.