MC
MC

Michael Campbell

40 Years of Experience
Short Hills, NJ
Broker

Michael Campbell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Short Hills, NJ, with 40 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

51 John F Kennedy Pkwy, Short Hills, NJ, 07078

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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

Michael owns rental property and collects rent, dedicating minimal time to this activity. This is not an investment-related activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - Present · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Fred Alger & Company, IncorporatedBroker
June 2010 - July 2013 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - May 2010 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1987 - May 2010 · 22 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1984 - October 1986 · 1 yr 10 mos
State Registrations9 states
FLGAMDNCNJNYPATXVA
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.