Carl Gordinier
Carl Gordinier is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wayne, PA, with 32 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
724 W Lancaster Ave, Wayne, PA, 19087
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Regulatory History (1)
Customer Dispute
October 1995Other Business Activities
Carl is an advisory board member for the Main Line Echapter of the Exit Planning Institute and Widener University, dedicating minimal time to each. He also owns rental real estate and is a director for the Make-A-Wish Foundation.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Donald & CO. Securities INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations49 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.