David Burlin
David Burlin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Norfolk, VA, 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
999 Waterside Dr, Norfolk, VA, 23510
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2001Customer Dispute
March 1998Other Business Activities
David is part owner of 272 LLC, a rental property, since 2010, dedicating minimal time. He is also part owner of 506 Scarborough, a family business and investment rental property, since 2010, also dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations48 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.