Gerard Hansen
Gerard Hansen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miami, FL, with 27 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
200 S Biscayne Blvd, Miami, FL, 33131
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Regulatory History (2)
Judgment / Lien
May 2025Judgment / Lien
March 2025Other Business Activities
Gerard is a managing member of SimBern, LLC, an entity established for his wife's online retail business, dedicating about 10-20% of his time to website development, t-shirt production, and shipping. He also has a small ownership interest in an auto towing business, Automotive Unlimited Technology of Transportation, spending a few hours per week on it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
The Dreyfus Service CorporationBroker
State Registrations53 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.