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Ronald Reno

33 Years of Experience
Staten Island, NY
Broker

Ronald Reno is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Staten Island, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

900 South Ave, Staten Island, NY, 10314

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - Present · 18 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - Present · 24 yrs 4 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
September 2006 - December 2006 · 3 mos
Dime Securities, INC.Broker
October 1995 - December 2001 · 6 yrs 2 mos
Taglich Brothers, D'amadeo, Wagner & CO., INC.Broker
January 1994 - October 1995 · 1 yr 9 mos
Oppenheimer & CO., INC.Broker
October 1992 - January 1994 · 1 yr 3 mos
Lehman Brothers INC.Broker
October 1992 - November 1992 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ronald Reno - Financial Advisor | TrueAdvisor