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Heidi Hutchison

30 Years of Experience
Indianapolis, IN
Broker

Heidi Hutchison is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Indianapolis, IN, with 30 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

510 E 96th St, Indianapolis, IN, 46240

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - Present · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - Present · 7 yrs 5 mos
Previous Registrations
David A. Noyes & CompanyBroker
October 2018 - February 2019 · 4 mos
Sanctuary Advisors, LLC
October 2018 - February 2019 · 4 mos
Wells Fargo Clearing Services, LLC
October 2010 - September 2018 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2010 - September 2018 · 7 yrs 11 mos
Keystone Capital Corporation
September 2010 - October 2010 · 1 mo
Keystone Capital CorporationBroker
August 2010 - October 2010 · 2 mos
Wachovia Securities, LLC
February 2006 - December 2006 · 10 mos
Wachovia Securities, LLCBroker
July 2003 - December 2006 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
August 2002 - July 2003 · 11 mos
Prudential Securities IncorporatedBroker
May 1990 - February 2001 · 10 yrs 9 mos
State Registrations34 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.