Joy Drewior is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tampa, FL, with 23 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.

Loading...

Location

101 E Kennedy Blvd, Tampa, FL, 33602

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - Present · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - Present · 7 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2016 - February 2017 · 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2009 - June 2014 · 5 yrs 5 mos
Wachovia Securities Financial Network, LLCBroker
March 2006 - December 2008 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
December 2003 - March 2006 · 2 yrs 3 mos
National Planning CorporationBroker
May 2003 - June 2003 · 1 mo
PFS Investments INC.Broker
January 2002 - May 2003 · 1 yr 4 mos
Painewebber IncorporatedBroker
January 1999 - January 2000 · 1 yr
Olde Discount CorporationBroker
September 1998 - January 1999 · 4 mos
Fnb Brokerage Services, INC.Broker
May 1996 - August 1998 · 2 yrs 3 mos
State Registrations40 states
ALARAZCACOCTDCFLGAHIILINKYLAMAMDMEMIMNMONCNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
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.