Louis Chiavacci
Louis Chiavacci is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, 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
355 Alhambra Cir, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Louis is an officer of LCOC Corp, an instructor at the University of Miami School of Law (dedicating a few hours per week), and the owner of Chiavacci Family Foundation and LCOC Partnership, LTD. He also provides funds for the investment portfolio of Indiana University's Graduate School of Business and is a director of Stiltsville Trust.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Goldman, Sachs & CO.Broker
State Registrations31 states
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