MA
MA

Michael Avadikian

31 Years of Experience
Tampa, FL
Broker

Michael Avadikian is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tampa, FL, with 31 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.

Loading...

Location

101 E Kennedy Blvd, Tampa, FL, 33602

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is a director for the Sarah Vande Berg Tennis Foundation, a charitable organization providing tennis and educational instruction. He also owns Pasco Home Rentals, dedicating minimal time to each activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - Present · 17 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Wachovia Securities, LLC
October 2000 - October 2008 · 8 yrs
Wachovia Securities, LLCBroker
October 2000 - October 2008 · 8 yrs
First Union Brokerage Services, INC.Broker
October 1999 - October 2000 · 1 yr
Prudential Securities IncorporatedBroker
July 1995 - October 1999 · 4 yrs 3 mos
Stein, Shore Securities, INC.Broker
March 1995 - October 1996 · 1 yr 7 mos
State Registrations34 states
ALAZCACOCTDEFLGAIAIDILINMAMDMIMOMSNCNHNMNYOHOKORPARISCTNTXVAVTWAWIWV
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.
Michael Avadikian - Financial Advisor | TrueAdvisor