EB
EB

Edward Bujdos

30 Years of Experience
Grand Rapids, MI
3 DisclosuresBroker

Edward Bujdos is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Grand Rapids, MI, 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
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.

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Location

250 Monroe Ave Nw, Grand Rapids, MI, 49503

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Denied
Customer Dispute
October 2002
Closed-No Action
Customer Dispute
July 2002
Denied
Other Business Activities

Edward is the owner of BigEZTrains_and_Things L.L.P., an eBay business focused on flipping model/toy trains, since December 2023. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - Present · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2001 - January 2008 · 6 yrs 9 mos
Prudential Securities IncorporatedBroker
April 1997 - April 2001 · 4 yrs
Olde Discount CorporationBroker
July 1995 - April 1997 · 1 yr 9 mos
State Registrations34 states
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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.