Marc Demello
Marc Demello is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Red Bank, NJ, 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
77 Broad St, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (6)
Judgment / Lien
October 2024Judgment / Lien
August 2024Judgment / Lien
February 2023Judgment / Lien
May 2022Customer Dispute
April 2022Customer Dispute
April 1998Other Business Activities
Marc is a member of Vendetta Rose LLC, a family-held LLC, dedicating minimal time. He also works as an Uber and Lyft driver, spending a few hours per week on Uber and an unspecified amount of time on Lyft.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Glickenhaus & CO. - New JerseyBroker
State Registrations19 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.