Bradley Dobin
Bradley Dobin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Manasquan, NJ, with 28 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
2504 Highway 35, Manasquan, NJ, 08736
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Bradley is a consultant at JTSD Consulting LLC, dedicating about 10-20% of his time to teaching baseball lessons and advising in designing baseball coaching lessons since 2009. He also creates music content for family events as an officer and owner employee of Melody Moment, spending a few hours per week since December 2024.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Ftn Midwest Securities CORP.Broker
Ftn Financial Securities CORPBroker
Ftn Financial Securities CORPBroker
A.B. Watley, INC.Broker
Pershing Trading Company, L.P.Broker
Dean Witter Reynolds INC.Broker
North American Institutional BrokersBroker
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.