Steven Cross
Steven Cross is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in East Lansing, MI, 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
2501 Coolidge Rd, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Regulatory
August 1990Other Business Activities
Steven is a limited partner in 350 LLC and 199 LLC, both real estate development companies, since 2009. He also co-owns a rental property since 2023, but dedicates minimal time to these activities as a silent investor.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
M.s.u., INC.Broker
State Registrations28 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.