Steven Nussbaum
Steven Nussbaum is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fairfield, 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
1499 Post Rd, Fairfield, CT, 06824
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Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
April 2007Other Business Activities
The provided text only contains the name "274 RIVERSIDE ASSOCIATES" and does not provide enough information to determine Steven's role, the nature of the business, or whether it involves insurance. More information is needed to provide a complete summary.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Advest, INC.
Advest, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations31 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.