Amy Sorge
Amy Sorge is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Summit, NJ, with 17 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
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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
1 Deforest Ave, Summit, NJ, 07901
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Regulatory History (1)
Judgment / Lien
February 2019Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
PFS Investments INC.Broker
PFS Investments INC.Broker
Private Client Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wallstreet Electronica, INC.Broker
Fam Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 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.