Michael Stack
Michael Stack is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hunt Valley, MD, with 28 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
11333 Mccormick Rd, Hunt Valley, MD, 21031
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Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Michael owns a townhouse in Ocean City, Maryland since 2019, dedicating minimal time. He is also a consultant for M&L Rentals LLC, a vacation rental company, since 2020, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Guardian Investor Services CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations34 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.