Scott Bass
Scott Bass is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Atlanta, GA, with 34 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
3455 Peachtree Rd Ne, Pbig - Atlanta Pw, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2009Customer Dispute
March 2008Other Business Activities
Scott co-owns a rental property with family members, dedicating minimal time to it. He is also an officer of the Mountain Ash Homeowners Association, spending minimal time annually on managing the building's maintenance and upkeep.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Marion Bass Securities CorporationBroker
State Registrations35 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.