Allan Samilow
Allan Samilow is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Flemington, NJ, with 37 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
200 State Route 31, Flemington, NJ, 08822
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Allan is a consultant/independent contractor for Dream Vacations/World Travel Holdings since August 2024, with minimal time commitment. He has access to travel agent pricing on cruises, hotels, and airfare.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Investacorp, INC.Broker
Colts Neck Why T&t Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Nml Equity Services, INC.Broker
State Registrations52 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.