Brian Lannigan
Brian Lannigan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Newton, MA, with 33 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
2221 Washington St Ste 300, Newton, MA, 02462
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2006Customer Dispute
August 2005Other Business Activities
Brian is a committee member of the Framingham State University Foundation, a non-profit charitable organization, since 2017. He dedicates minimal time annually to attending meetings, voting, and ensuring proper policy implementation.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quick & Reilly, INC.Broker
Bankboston Investor Services, INC.Broker
Baybanks Brokerage Services, INC.Broker
Scudder Investor Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
First Investors CorporationBroker
State Registrations3 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.