James Geosits
James Geosits is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wyomissing, PA, with 42 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
985 Berkshire Blvd, Wyomissing, PA, 19610
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Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
James owns rental property since 2012 and is also the owner of Geosits Enterprise, LLC since 1997, which is involved in townhouse construction. Both activities are investment-related and require 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
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations28 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.