Suzette Tejeda
Suzette Tejeda is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Houston, TX, 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
800 Capitol St, Houston, TX, 77002
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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.
Learn about disclosures →Other Business Activities
Suzette serves as Power of Attorney for three entities: EJT (since July 2023), MFH (since October 2024), and SMT (since July 2023). These activities are investment-related and require minimal time annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
RBC Capital Markets CorporationBroker
Southwest Securities, INC.Broker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
United American International, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations44 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.