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Thomas Debs

18 Years of Experience
Jacksonville, FL
1 DisclosureBroker

Thomas Debs is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 18 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.

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Location

9000 Southside Blvd, Ci Relationship Management, Jacksonville, FL, 32256

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History

Regulatory History (1)
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Civil Bond
January 2011
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - Present · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - Present · 12 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - May 2014 · 1 mo
VALIC Financial Advisors, INC.
July 2004 - August 2005 · 1 yr 1 mo
VALIC Financial Advisors, INC.Broker
April 2004 - August 2005 · 1 yr 4 mos
Sunset Financial Services, INC.Broker
August 2003 - January 2004 · 5 mos
TD Waterhouse Investor Services, INC.Broker
September 1996 - August 2001 · 4 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.