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Michael Boyd

37 Years of Experience
Springfield, IL
1 DisclosureBroker

Michael Boyd is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Springfield, IL, 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.

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Location

611 E Monroe St, Springfield, IL, 62701

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History

Regulatory History (1)
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
May 1998
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - Present · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - Present · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Natcity Investments, INC.
January 2000 - September 2008 · 8 yrs 8 mos
Natcity Investments, INC.Broker
April 1998 - September 2008 · 10 yrs 5 mos
Natcity Insurance Services, INC.Broker
December 1994 - December 2001 · 7 yrs
Banc One Securities CorporationBroker
March 1993 - December 1994 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1988 - April 1993 · 4 yrs 4 mos
State Registrations42 states
AKALARAZCACOCTDCFLGAIAILINKSKYLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
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.
Michael Boyd - Financial Advisor | TrueAdvisor