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Pamela Marano

27 Years of Experience
Charlotte, NC
Broker

Pamela Marano is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, 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
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

620 S Tryon St, Charlotte, NC, 28255

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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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Other Business Activities

Pamela owns two rental properties, dedicating minimal time to each outside of business hours. She also volunteers as treasurer for Queen City Trykes, a non-profit that gives away trykes to children with special needs, spending a few hours per week with no duties currently.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - Present · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
May 2012 - October 2022 · 10 yrs 5 mos
Morgan Stanley
May 2012 - October 2022 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - May 2012 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - May 2012 · 12 yrs 2 mos
Bb&t Investment Services, INC.Broker
March 1998 - March 2000 · 2 yrs
State Registrations48 states
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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.
Pamela Marano - Financial Advisor | TrueAdvisor