Edward Turnbull
Edward Turnbull is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Providence, RI, 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
1 Financial Plaza, Providence, RI, 02903
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2017Customer Dispute
September 1999Other Business Activities
Edward is on the finance committee for Peaks Village Homeowners Association, spending minimal time assisting with budgeting. He also serves as Treasurer and Board Member for Big Brothers Big Sisters of RI, dedicating minimal time to overseeing finances and supporting the organization's mission.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations35 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.