Timothy Sieh
Timothy Sieh is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Duluth, MN, 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
130 W Superior St, Duluth, MN, 55802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a trustee for XX Revocable Trust, an advisory board member for Lester Park Condominium Homeowner's Association, and the owner/chief manager of Gilliat Properties LLC, which owns rental property. He also serves as an administrator for T S ADMIN P M ADMIN EST OF P S S, dedicating a few hours per week to this investment-related fiduciary role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Geneva Securities,inc.Broker
Supena-Nyman Investment CorporationBroker
State Registrations2 states
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