Michael Colledge
Michael Colledge is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, 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
100 Campus Dr, Florham Park, NJ, 07932
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Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Michael is the owner of North O Nashville LLC since October 2023 and spends minimal time on it. He also acts as POA for his mother's accounts, dedicating minimal time to assisting her with financial affairs.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations37 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.