Corrie Evangeliou
Corrie Evangeliou is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 26 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
1100-1800 American Blvd, Retirement & Personal Wealth Solutions, Pennington, NJ, 08534
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2014Other Business Activities
Corrie is a distributor for Juice Plus+, a whole foods based nutritional supplement and meal replacement company, similar to Tupperware. This takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
MML Investors Services, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Pfpc Distributors, INC.Broker
Cigna Financial Services, INC.Broker
Smith Barney INC.Broker
State Registrations51 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.