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Michael Bois

32 Years of Experience
Boston, MA
1 DisclosureBroker

Michael Bois is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boston, MA, with 32 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

100 Federal St, Boston, MA, 02110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2013
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2023 - Present · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - Present · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - Present · 10 yrs 1 mo
Previous Registrations
Bois & Company, LLC
November 2013 - May 2016 · 2 yrs 6 mos
Bois & Company, LLC
June 2006 - December 2012 · 6 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 1991 - February 1998 · 6 yrs 5 mos
Bear, Stearns & CO. INC.Broker
December 1988 - October 1991 · 2 yrs 10 mos
Shearson Lehman Hutton INC.Broker
June 1987 - December 1988 · 1 yr 6 mos
Bear, Stearns & CO. INC.Broker
October 1985 - October 1991 · 6 yrs
E. F. Hutton & Company INCBroker
October 1984 - October 1985 · 1 yr
State Registrations3 states
CTMANH
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.
Michael Bois - Financial Advisor | TrueAdvisor