Michael Annicelli
Michael Annicelli is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, 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
One Bryant Park, New York, NY, 10036
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Regulatory History (2)
Judgment / Lien
March 2019Customer Dispute
July 2011Other Business Activities
Michael is an officer of Old Stone Hill Road Associates, a family-owned holding company for real estate with a cell tower, since 2009, dedicating minimal time. He also owns EAP Inc, a family-owned holding company consisting of numerous rental and non-rental properties, since 1982, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.
Citigroup Global Markets INC.Broker
State Registrations17 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.