David Girio
David Girio is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chambersburg, PA, 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
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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
1108 Kennebec Dr, Chambersburg, PA, 17201
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Regulatory History (6)
Customer Dispute
June 2002Customer Dispute
September 2000Customer Dispute
June 2000Customer Dispute
June 2000Customer Dispute
March 2000Customer Dispute
January 2000Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations23 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.