Linda Weitz-Stone
Linda Weitz-Stone is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Lauderdale, FL, with 36 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
401 E Las Olas Blvd, Fort Lauderdale, FL, 33301
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Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Linda works as a substitute teacher of English as a second language at UCEDA School of Boca Raton and as a part-time teacher for VIPKID, dedicating minimal time to each. She is also a member of CHJT, LLC, an animal removal service company, but is not actively involved.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Advest, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Gruntal & CO. IncorporatedBroker
Oppenheimer & CO., INC.Broker
Gruntal & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Jii Securities INC.Broker
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.