Denise Petrin
Denise Petrin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Manchester, NH, with 29 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
900 Elm St, Manchester, NH, 03101
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Regulatory History
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.
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Denise is a Justice of the Peace in New Hampshire, a potential bail commissioner, and involved with Veterans Count, Trinity High School, and Havenwood Heritage Heights. She also owns rental property.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward JonesBroker
Edward Jones
MML Investors Services, INC.
MML Investors Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations15 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.