MH
MH

Mary Huff-Earnest

21 Years of Experience
Ann Arbor, MI
Broker

Mary Huff-Earnest is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Ann Arbor, MI, with 21 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

777 E Eisenhower Pkwy, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Mary provides minimal administrative help to her husband's dental practice and is a co-signer on the business checking account. She also owns a condominium through Joyce Lane LLC, which she leases to tenants, acting as the landlord.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2004 - Present · 21 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - Present · 21 yrs 8 mos
State Registrations13 states
AZCAFLGAINMIMONCOHSCTNTXVA
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.
Mary Huff-Earnest - Financial Advisor | TrueAdvisor