Yogesh Kamdar
Yogesh Kamdar is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New Haven, CT, 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
157 Church St, New Haven, CT, 06510
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
November 2003Other Business Activities
Yogesh is a board member for The International Alumni Association of Shri Mahavira Jain, starting in January 2025. He spends about 10-20% of his time on activities such as monitoring association activities, long-term planning, and fundraising.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations34 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.