DM
DM

Darlene Michelson

28 Years of Experience
Camp Hill, PA
1 DisclosureBroker

Darlene Michelson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Camp Hill, PA, with 28 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

214 Senate Ave, Camp Hill, PA, 17011

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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
April 2013
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - Present · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - Present · 16 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2006 - December 2009 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
June 2006 - December 2009 · 3 yrs 6 mos
Citicorp Investment Services
December 2004 - June 2006 · 1 yr 6 mos
Citicorp Investment ServicesBroker
May 2003 - June 2006 · 3 yrs 1 mo
Wm Financial Services, INC.Broker
May 2002 - May 2003 · 1 yr
Dime Securities, INC.Broker
May 1998 - May 2002 · 4 yrs
Citicorp Investment ServicesBroker
April 1997 - May 1998 · 1 yr 1 mo
State Registrations28 states
ARAZCACOCTDCDEFLGAILINMAMDMONCNHNJNVNYOHORPARISCSDTNTXVA
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.