Todd Nelson
Todd Nelson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Sioux Falls, SD, with 36 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
110 S Phillips Ave, Sioux Falls, SD, 57104
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Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Todd serves as a trustee for the PAN Trust, power of attorney for LAN and PAN, and conservator for PAN and MLPF& S CUST FBO P A N IRA T A NE CONS. He also acts as executor for the L A. N Estate and administrator for the T A N ADMIN EST OF L A N, dedicating a few hours per week to these roles.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations39 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.