Heather Akred
Heather Akred is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Frontenac, MO, with 31 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
1630 S Lindbergh Blvd, Frontenac, MO, 63131
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Regulatory History
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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Heather is a board member for St Martha's Hall, sitting on the finance committee, dedicating minimal time per week. She will also be a board member for Stages St. Louis, a local theater, starting in 2025, dedicating minimal time per week to education and outreach.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
H.D. Vest Investment ServicesBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations19 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.