Noreen Mckillop
Noreen Mckillop is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bloomfield Hills, MI, with 40 years of industry experience. Noreen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
39577 Woodward Ave, Pbig - Troy, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
July 2002Other Business Activities
Noreen is a committee member for Lighthouse of Oakland County, a non-profit charitable organization, since 2018. She spends minimal time on this activity, primarily related to fundraising.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations53 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.
Exams
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