AA
AA

Amy Amico

35 Years of Experience
Hilton Head Island, SC
Broker

Amy Amico is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hilton Head Island, SC, with 35 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.

Loading...

Location

21 Hatton Pl, Hilton Head Island, SC, 29926

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - Present · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - Present · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Santander Securities LLCBroker
September 2012 - November 2017 · 5 yrs 2 mos
Santander Securities
September 2012 - November 2017 · 5 yrs 2 mos
New England SecuritiesBroker
May 2011 - September 2012 · 1 yr 4 mos
Metlife Investors Distribution CompanyBroker
May 2011 - September 2012 · 1 yr 4 mos
Metlife Securities INC.Broker
May 2011 - September 2012 · 1 yr 4 mos
Tower Square Securities, INC.Broker
May 2011 - September 2012 · 1 yr 4 mos
Walnut Street Securities, INC.Broker
May 2011 - September 2012 · 1 yr 4 mos
Aarp Financial
May 2008 - October 2010 · 2 yrs 5 mos
Alps Distributors, INC.Broker
February 2008 - October 2010 · 2 yrs 8 mos
Mfs Fund Distributors, INC.Broker
June 2000 - December 2007 · 7 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1986 - December 1996 · 10 yrs 9 mos
John Hancock Distributors, INC.Broker
March 1986 - July 1993 · 7 yrs 4 mos
Putnam Financial Services, INC.Broker
September 1984 - August 1985 · 11 mos
State Registrations1 state
SC
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.