SM
SM

Sharon Mustered

38 Years of Experience
Biloxi, MS
3 DisclosuresBroker

Sharon Mustered is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Biloxi, MS, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

2548 A Beach Blvd, Biloxi, MS, 39531

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008
Award / Judgment
Customer Dispute
January 2000
Denied
Customer Dispute
December 1999
Settled
Other Business Activities

Sharon is involved in SBD Properties LLC, a family-held LLC for estate planning and investments, dedicating minimal time quarterly. She also co-owns realtor properties with family members and owns raw land in a self-directed IRA, both requiring minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1996 - Present · 29 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1987 - Present · 38 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Sharon Mustered - Financial Advisor | TrueAdvisor