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Craig Hacker

34 Years of Experience
Media, PA
2 DisclosuresBroker

Craig Hacker is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Media, PA, with 34 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

300 W State St, Media, PA, 19063

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History

Regulatory History (2)
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.
Customer Dispute
August 2021
Settled
Customer Dispute
June 2013
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - Present · 21 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - Present · 22 yrs 3 mos
Previous Registrations
Vfic Securities, INC.Broker
November 2001 - December 2001 · 1 mo
Mutual Service CorporationBroker
February 2000 - November 2001 · 1 yr 9 mos
Mutual Service CorporationBroker
April 1999 - December 1999 · 8 mos
Walnut Street Securities, INC.Broker
January 1993 - January 1999 · 6 yrs
Spelman & CO., INC.Broker
February 1992 - February 1993 · 1 yr
Spelman & CO., INC.Broker
February 1990 - May 1990 · 3 mos
Capital Analysts, IncorporatedBroker
September 1985 - March 1989 · 3 yrs 6 mos
State Registrations24 states
AKAZCACOCTDEFLGAINLAMDMNNCNJNVNYOKPAPRSCTNTXVAWI
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.