Stephen Vacher
Stephen Vacher is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wellesley Hills, MA, 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
45 William St, Wellesley Hills, MA, 02481
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Stephen is involved with multiple non-profit and charitable organizations. He dedicates a few hours per week to officiating football games, minimal time annually to officiating youth basketball games, and minimal time monthly as a board member for Candlelighters of West Texas & Southern New Mexico.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations47 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.