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Glenn Rodriguez
28 Years of Experience
Lake Mary, FL
1 DisclosureBroker
Glenn Rodriguez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lake Mary, FL, 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
250 International Pkwy, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2014Settled
Employment History
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - March 2026 · 28 yrs 8 mos
Exams
No exam information available for this advisor.