Joseph Dondalski
Joseph Dondalski is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chicago, IL, with 37 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
110 N Wacker Dr, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Joseph is a manager at Doctor Wise LLC, seeking to license a patent, and owns rental properties. He dedicates minimal time to Doctor Wise LLC and Doorway LLC, and a few hours per week to Mountain Door LLC.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations25 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.