RN
RN

Ramzi Nuwayhid

32 Years of Experience
Wellesley, MA
Broker

Ramzi Nuwayhid is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wellesley, MA, 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
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

Wellesley, MA

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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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Other Business Activities

Ramzi works as a clerk at Dr. Nuwayhid's office on Sundays and is the owner of NSN Management Co., LLC, a real estate management company, dedicating a few hours per week. He is also involved in real estate management with OAZ Management Corp. LLC, serves as a trustee for the Nizar Nuwayhid 2010 Trust, is a board member for St. Jude Children's Research Hospital, and is a board member for MedTech and Biotech Veterans Program Inc.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1996 - Present · 30 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1994 - Present · 31 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1994 - Present · 31 yrs 9 mos
Previous Registrations
Lehman Brothers INC.Broker
December 1993 - November 1994 · 11 mos
State Registrations51 states
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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.