Lisa Croyle
Lisa Croyle is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boca Raton, FL, with 31 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
1 Town Center Rd, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (2)
Regulatory
July 2010Criminal
July 2006Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Dean Witter Reynolds INC.Broker
Cibc Oppenheimer CORP.Broker
Smith Barney Shearson INC.Broker
State Registrations46 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.