Paul Vannatta
Paul Vannatta is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mount Pleasant, SC, with 30 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
75 Port City Lndg, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2011Customer Dispute
July 2004Customer Dispute
August 2003Other Business Activities
Paul is a general partner/managing member of Tramonto BC LLC, a limited liability company, since 2023. His wife runs a boat chartering business, and Paul spends minimal time on it as a silent owner.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
Olde Discount CorporationBroker
State Registrations41 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.