Tamara Kotaska
Tamara Kotaska is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Destin, FL, with 33 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
34990 Emerald Coast Pkwy, Destin, FL, 32541
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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.
Learn about disclosures →Other Business Activities
Tamara is an officer/employee of The L T. C Collection, LLC, managing her deceased brother's collection, including publishing rights for an artist. She dedicates minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Stark Financial Advisers, INC.
R.M. Stark & CO., INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Jesup & Lamont Securities CORP.
Jesup & Lamont Securities CORPBroker
Aig Retirement Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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.