David Stevens
David Stevens is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Rockledge, FL, with 35 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
6525 3rd St, Rockledge, FL, 32955
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Regulatory History (4)
Customer Dispute
November 2004Customer Dispute
May 2004Customer Dispute
August 2002Customer Dispute
August 2000Other Business Activities
David is involved in a non-investment related business. He dedicates minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Anchor Management Group, INC.Broker
Anchor Management Group, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations42 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.