Richard Sneary
Richard Sneary is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in East Lansing, MI, with 30 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
2501 Coolidge Rd, East Lansing, MI, 48823
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Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Richard is an advisory board member for the Wharton Center for the Performing Arts, a charitable organization, dedicating minimal time. Richard also owns rental property, spending a few hours per week on it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
PFS Investments 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.