PS
CFP
PS
CFP

Paul Skowronski

39 Years of Experience
Deer Park, IL
1 DisclosureBroker

Paul Skowronski is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Deer Park, IL, 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
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

21805 W Field Pkwy, Deer Park, IL, 60010

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Other Business Activities

Paul assists his wife with her family-owned fine art business, including setting up booths at art fairs, marketing, and sales tax returns. He spends minimal time on this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - Present · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.
July 1999 - October 2009 · 10 yrs 3 mos
Banc of America Investment Services, INC.Broker
July 1999 - October 2009 · 10 yrs 3 mos
Ba Investment Services, INC.Broker
November 1996 - July 1999 · 2 yrs 8 mos
Continental Brokerage Services INC.Broker
June 1994 - November 1996 · 2 yrs 5 mos
Painewebber IncorporatedBroker
September 1986 - May 1994 · 7 yrs 8 mos
State Registrations23 states
AZCACODCFLGAIDILINMAMDMIMONCNMNYOHSCTXVAWAWIWY
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.