DB
DB

Dorothy Boyer

48 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Dorothy Boyer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pittsburgh, PA, with 48 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

600 Grant St, Pittsburgh, PA, 15219

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
Other Business Activities

Dorothy owns and manages Lamme Homestead Farm with her brother since 1980, dedicating minimal time quarterly. She also serves as a trustee for The Florence Boyer Foundation and a board member/director for the Pittsburgh Zoological Society, spending minimal time monthly and a few hours per week, respectively.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1984 - Present · 41 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1978 - Present · 47 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1978 - Present · 47 yrs 5 mos
Previous Registrations
Financial Estate PlanningBroker
November 1978 - December 1978 · 1 mo
Derand Investment Corporation of AmericaBroker
November 1970 - November 1971 · 1 yr
State Registrations33 states
ALAZCACODCDEFLGAILINKYMAMDMEMIMNMSNCNJNVNYOHORPARISCTNTXUTVAVTWIWV
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.