Kevin Draggoo
Kevin Draggoo is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in East Lansing, MI, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2501 Coolidge Rd, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Kevin is a committee member of the Capital Region Community Foundation, a non-profit charitable organization, since 2019. He serves on the Financial Investment Committee, assisting with asset allocation decisions, dedicating minimal time to this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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.