Gerald Licari
Gerald Licari is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Davie, FL, with 38 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
Davie, FL
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Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
October 2002Other Business Activities
Gerald has power of attorney for G and C L, parents of a financial client, since 2011. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Palm Beach Financial, INC.Broker
Gsg Global Securities Group INC.Broker
J F Lowe & Company IncorporatedBroker
Kettler & CompanyBroker
Greentree Securities CORP.Broker
Brooks Weinger Robbins & Leeds INC.Broker
State Registrations34 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.