John Vilardo
John Vilardo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Ponte Vedra Beach, 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
824 A1A N, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Customer Dispute
April 2003Customer Dispute
January 2001Other Business Activities
John co-owns rental property with family members, dedicating minimal time monthly. He also owns several properties through family trusts and LLCs, spending minimal time annually on these activities.
Employment History
Current Registrations
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
Nationsbanc Montgomery Securities LLCBroker
Bancamerica Securities, INC.Broker
Ba Investment Services, INC.Broker
Security Pacific Investment Funds, INC.Broker
State Registrations43 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.