Stephen Lanzo
Stephen Lanzo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, with 25 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
500 Campus Dr, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is an ice hockey instructor at Floyd Hall Arena, dedicating about 10-20% of his time to assisting with youth ice hockey clinics. He also serves as the head hockey coach for a Peewee Ice Hockey Team with the Montclair Hockey Club Inc.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Commonfund Securities, INC.Broker
Gartmore Distribution Services, INC.Broker
Mam Securities, LLCBroker
Scudder Weisel Capital, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations8 states
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