David Cross
David Cross is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Winter Park, FL, with 25 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
250 S Park Ave, Winter Park, FL, 32789
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
David is the treasurer for multiple non-profit organizations, including Mennello Museum of American Art and Winter Park Health Foundation. He also serves as an advisory board member for Mead Botanical Gardens Inc., dedicating minimal time to each role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
State Registrations3 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.