BM
BM

Brian Marmar

16 Years of Experience
Pennington, NJ
Broker

Brian Marmar is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 16 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

1100-1800 American Blvd, Gbam - Wholesale Credit - Gwim Credit, Pennington, NJ, 08534

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - Present · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
PNC Investments
August 2017 - September 2018 · 1 yr 1 mo
PNC InvestmentsBroker
August 2017 - September 2018 · 1 yr 1 mo
Advice and Planning Services
March 2015 - December 2016 · 1 yr 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2015 - December 2016 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - November 2014 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - November 2014 · 1 yr 6 mos
Ameriprise Financial Services, INC.
July 2012 - March 2013 · 8 mos
Ameriprise Financial Services, INC.Broker
June 2012 - March 2013 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2012 - June 2012 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - August 2011 · 2 mos
Brown & Company Securities CorporationBroker
January 1998 - November 2001 · 3 yrs 10 mos
First Colonial Securities Group, INC.Broker
April 1997 - June 1997 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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.