Tj Atkinson
Tj Atkinson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Frederick, MD, 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
30 W Patrick St, Frederick, MD, 21701
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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
Tj owns 4412 Brookeville Road Farm Income, leasing crop land to a farmer, spending minimal time annually. Tj also owns BrookeHaven Too LLC, owning agricultural real estate, and Pleasant Valley Riding, LLC, operating an equestrian business, each requiring minimal time annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Painewebber IncorporatedBroker
State Registrations41 states
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