Karen Segesto
Karen Segesto is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Canfield, OH, with 8 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
4137 Boardman Canfield Rd, Canfield, OH, 44406
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Regulatory History
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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Karen is a board member and officer for Youngstown Area Goodwill, serving on the executive and finance committees since 2009, dedicating minimal time. She is also a co-founder and board member of Sight For All United, assisting individuals with access to eyecare services, dedicating a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC InvestmentsBroker
Laughlin Group Advisors, INC.Broker
Fimco Securities Group, INC.Broker
State Registrations14 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.