MP
MP

Michael Persinski

26 Years of Experience
Coral Gables, FL
Broker

Michael Persinski is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, with 26 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

355 Alhambra Cir, Florida Pwm Cg Ii, Coral Gables, FL, 33134

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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
April 2022 - Present · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citi Private Advisory, LLCBroker
March 2017 - April 2022 · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - April 2022 · 14 yrs 11 mos
Citigroup Global Markets INC.
May 2007 - April 2022 · 14 yrs 11 mos
Citicorp Investment Services
November 2004 - May 2007 · 2 yrs 6 mos
Citicorp Investment ServicesBroker
July 2004 - May 2007 · 2 yrs 10 mos
Nationsbanc Capital Markets, INC.Broker
January 1992 - November 1993 · 1 yr 10 mos
Sovran Investment CorporationBroker
September 1990 - January 1992 · 1 yr 4 mos
First Jersey Securities, INC.Broker
April 1986 - August 1987 · 1 yr 4 mos
State Registrations18 states
CADCDEFLLAMAMDMINCNHNJNVNYOHPATXVAVT
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.