Jeff Schuetts
Jeff Schuetts is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Flower Mound, TX, 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
4281 Esplanade Pl, Flower Mound, TX, 75028
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Jeff is a board member of the Denton County Housing Finance Corporation, providing low-cost loans for housing assistance. He dedicates minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
H.D. Vest Investment Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
J.B. Oxford & CompanyBroker
State Registrations53 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.