Michael Callahan
Michael Callahan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Diego, CA, 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
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
701 B St, San Diego, CA, 92101
Get directionsHistory
Regulatory History (5)
Financial
July 2019Financial
July 2019Financial
June 2019Financial
January 2019Customer Dispute
January 2009Other Business Activities
Michael is involved in various part-time roles related to sports statistics for organizations like the Los Angeles Chargers, San Diego State University, and other educational institutions. These activities involve minimal time commitment, ranging from a few hours per year to a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations16 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.