Anita Ripepi is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boston, MA, with 24 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

100 Federal St, Boston, MA, 02110

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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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Other Business Activities

Anita is an employee of Ideal Weight Loss of Norwell, a limited liability company, since 2018. She spends a few hours per week assisting clients with weight loss, scheduling appointments, and selling ideal protein products.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - Present · 16 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - Present · 16 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - Present · 16 yrs 2 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2008 - February 2009 · 1 yr 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
November 2005 - January 2008 · 2 yrs 2 mos
Gwfs Equities, INC.Broker
July 2003 - February 2004 · 7 mos
State Street Capital Markets, LLCBroker
June 1999 - June 2000 · 1 yr
Benefitscorp Equities, INC.Broker
November 1996 - July 1997 · 8 mos
The Great-West Life Assurance CompanyBroker
August 1994 - November 1996 · 2 yrs 3 mos
Janus Distributors, INC.Broker
December 1992 - June 1994 · 1 yr 6 mos
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.