Nicholas Matulich
Nicholas Matulich is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New Orleans, LA, 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
601 Poydras St, New Orleans, LA, 70130
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Regulatory History (1)
Customer Dispute
July 1998Other Business Activities
Nicholas is a member of NANMAT LLC, a limited liability company for rental real estate, spending a few hours per week. He also is involved in Charlacques Homes, LLC, a family real estate business, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Mbs Investments, INC.Broker
State Registrations19 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.