Don Shuck
Don Shuck is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Indianapolis, IN, 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
510 E 96th St, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2014Customer Dispute
July 2006Customer Dispute
September 2002Other Business Activities
Don owns DKS Marketing, an LLC, and spends about 10-20% of his time maintaining historical records and the agricultural status of property. He also serves as a trustee for the Marine Foundation of Indiana, dedicating minimal time to fundraising and scholarship efforts.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations30 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.