MA
MA

Michael Abbinante

27 Years of Experience
Miamisburg, OH
Broker

Michael Abbinante is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miamisburg, OH, 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

10100 Innovation Dr, Miamisburg, OH, 45342

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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

Michael co-owns rental property with family members since 2019, requiring minimal time. He also serves as executor for his aunt's estate, dedicating minimal time annually.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - Present · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - Present · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2016 · 7 yrs 5 mos
Morgan Stanley
June 2009 - November 2016 · 7 yrs 5 mos
Citigroup Global Markets INC.
August 2003 - June 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2003 - June 2009 · 5 yrs 10 mos
Morgan Stanley
April 2001 - August 2003 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 1998 - August 2003 · 4 yrs 11 mos
State Registrations13 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.
Michael Abbinante - Financial Advisor | TrueAdvisor