GB
GB

Gregory Baird

37 Years of Experience
Orlando, FL
3 DisclosuresBroker

Gregory Baird is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Orlando, FL, 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
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.

Loading...

Location

14374 Narcoossee Rd, Orlando, FL, 32832

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Customer Dispute
April 2009
Settled
Customer Dispute
July 2008
Closed-No Action
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - Present · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - Present · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.
April 1998 - October 2009 · 11 yrs 6 mos
Banc of America Investment Services, INC.Broker
April 1998 - October 2009 · 11 yrs 6 mos
Barnett Investments, INC.Broker
October 1997 - April 1998 · 6 mos
Fidelity Brokerage Services, INC.Broker
October 1989 - August 1997 · 7 yrs 10 mos
Hibbard Brown & CO., INC.Broker
August 1988 - June 1989 · 10 mos
State Registrations47 states
ALAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
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.