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Nancy Vega-Sellitri

37 Years of Experience
West Palm Beach, FL
Broker

Nancy Vega-Sellitri is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in West Palm Beach, FL, with 37 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

222 Lakeview Ave, West Palm Beach, FL, 33401

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - Present · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - Present · 18 yrs
Previous Registrations
Newbridge Securities CorporationBroker
January 2005 - December 2007 · 2 yrs 11 mos
Sterling Financial Investment Group, INC.Broker
June 2004 - January 2005 · 7 mos
Wm Financial Services, INC.Broker
February 2003 - June 2004 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
January 1997 - October 2002 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
January 1997 - October 2002 · 5 yrs 9 mos
Oppenheimer & CO., INC.Broker
December 1991 - January 1997 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1988 - December 1991 · 3 yrs 10 mos
Prudential-Bache Securities INC.Broker
April 1987 - November 1987 · 7 mos
State Registrations35 states
AZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMTNCNHNJNYOHPARISCSDTNTXVAVTWAWI
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.