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Gregory Nerantzis

41 Years of Experience
Reston, VA
Broker

Gregory Nerantzis is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Reston, VA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

11951 Freedom Dr, Reston, VA, 20190

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gregory volunteers at Saints Peter & Paul Greek Orthodox Church, serving as chairperson for both parish stewardship and the church renovation fund. These activities require a few hours per week and are not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2009 - Present · 17 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2009 - Present · 17 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
January 1994 - March 2009 · 15 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2009 · 15 yrs 8 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
February 1988 - April 1988 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1986 - February 1988 · 1 yr 7 mos
Derand Investment Corporation of AmericaBroker
June 1984 - July 1986 · 2 yrs 1 mo
State Registrations40 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.