MH
MH

Melanie Harris

39 Years of Experience
Fairhope, AL
Broker

Melanie Harris is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fairhope, AL, with 39 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

601 N Section St, Fairhope, AL, 36532

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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

Melanie is an advisory board member and/or president for Macaluso Realty Company, Jos. Macaluso Realty, and Mabros Realty. She spends a few hours per week on each of these roles.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1996 - Present · 29 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - Present · 30 yrs 10 mos
Previous Registrations
Alex. Brown & Sons IncorporatedBroker
October 1989 - June 1995 · 5 yrs 8 mos
Morgan Keegan & Company, INC.Broker
March 1987 - July 1989 · 2 yrs 4 mos
First Investors CorporationBroker
July 1984 - June 1985 · 11 mos
State Registrations35 states
ALAZCACOCTDCFLGAHIIAILINKSLAMDMEMIMOMSNCNJNMNYOHOKORPASCTNTXUTVAWAWIWY
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.