Scott Pinheiro
Scott Pinheiro is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Red Bank, NJ, 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
77 Broad St, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is the president of the Freehold Sunrise Optimist Club, a community service group, for a one-year term. This role involves planning, organizing, and motivating the club's activities and takes minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Marketing One Securities, INC.Broker
Wealth Builders Equity CorporationBroker
Ringler Financial Services, INC.Broker
Wealth Builders Equity CorporationBroker
First Hanover Securities, INC.Broker
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Bnl Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.