Audrey Tuckerman
Audrey Tuckerman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbus, OH, 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
8890 Lyra Dr, Columbus, OH, 43240
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Regulatory History (1)
Customer Dispute
February 2004Other Business Activities
Audrey is involved in several outside business activities, including being the owner of G. Family Investments LLC, serving on the advisory board for The Center for Family Safety and Healing, and holding board positions with Jewish Columbus and Rocky Fork Hunt Club. She also serves as a trustee or co-trustee for a few trusts and is a general partner/managing member of Reef 144, a holding company for her personal residence.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations38 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.