Hani Atassi
Hani Atassi is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Oak Brook, IL, 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
2021 Spring Rd, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Hani owns rental real estate property with his wife since 2014 and is part of a family-held commercial real estate business, Emessa Properties, dedicating a few hours per week to bookkeeping. He also serves as a committee member for the Syrian American Council and as an officer for the Muslim Educational Cultural Center of America, and is part of a family LLC partnership, WM Capital Partners.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Birkelbach Investment Securities, INC.Broker
Lexington Securities, INC.Broker
State Registrations22 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.