Brad Green
Brad Green is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Garden City, NY, with 39 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
1325 Franklin Ave, Garden City, NY, 11530
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2010Customer Dispute
April 2008Customer Dispute
May 2000Other Business Activities
Brad is a participant/employee of JJM Legacy Foundation, Inc. He educates the board on cash flow instruments for their scholarship fund, dedicating minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Teichberg, Loeb, Waxman, Rabinowitz, INC.Broker
State Registrations24 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.