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Tammy Eng-Palmer

27 Years of Experience
Pennington, NJ
Broker

Tammy Eng-Palmer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1100-1800 American Blvd, Central Business Review Unit, Pennington, NJ, 08534

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - Present · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - Present · 19 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Fam Distributors, INC.Broker
July 2006 - September 2006 · 2 mos
Goldman, Sachs & CO.Broker
July 2005 - May 2006 · 10 mos
Fam Distributors, INC.Broker
January 2003 - July 2005 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - July 2005 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - January 2003 · 0 mos
Fam Distributors, INC.Broker
October 1999 - January 2003 · 3 yrs 3 mos
Neuberger Berman, LLCBroker
October 1998 - August 1999 · 10 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Tammy Eng-Palmer - Financial Advisor | TrueAdvisor