Mary Bell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Nashville, TN, 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

222 2nd Ave S, Pbig - Nashville Mid America, Nashville, TN, 37201

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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

Mary and her husband established HMB Music LLC in 2016 to support their daughter's music career. Mary spends minimal time on this family-held LLC, which is focused on music production and equipment purchases.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - Present · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1990 - Present · 35 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1990 - Present · 35 yrs 11 mos
Previous Registrations
Banc of America Securities LLCBroker
March 2009 - November 2010 · 1 yr 8 mos
Drexel Burnham Lambert Government Securities INC.Broker
July 1987 - March 1990 · 2 yrs 8 mos
Drexel Burnham Lambert IncorporatedBroker
June 1986 - March 1990 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Mary Bell - Financial Advisor | TrueAdvisor