Michael Moskowitz
Michael Moskowitz is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Greenwich, CT, 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
2 Pickwick Plz, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
December 1998Other Business Activities
Michael is forming an LLC, Dune Real Estate Development, for property development in Scottsdale, AZ, acting as an investor. He dedicates minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
Jaron Equities CORP.Broker
State Registrations25 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.