John Donnelly
John Donnelly is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Houston, TX, 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
2800 Post Oak Blvd, Houston, TX, 77056
Get directionsHistory
Regulatory History (7)
Customer Dispute
February 2023Customer Dispute
September 2020Customer Dispute
April 2005Customer Dispute
March 2002Customer Dispute
January 2002Customer Dispute
January 2000Customer Dispute
May 1999Other Business Activities
John is a co-trustee for a trust from his grandmother, dedicating minimal time quarterly. He is also a co-owner of property with family members, dedicating minimal time monthly.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Chase Securities of Texas, INC.Broker
State Registrations17 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.