Paul Gilbert
Paul Gilbert is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Los Angeles, CA, with 57 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
333 S Hope St, Los Angeles, CA, 90071
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1999Customer Dispute
July 1994Other Business Activities
Paul is an owner of 333 Parkman LLC since 2009, purchasing and renovating properties, and co-owner of rental property in Asheville since 2022. He also serves as a director for the Leo Buscaglia Foundation, dedicating minimal time to each activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
Clark, Dodge & CO., IncorporatedBroker
Deam Witter & Company INCBroker
State Registrations26 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.