Joseph Storey
Joseph Storey is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Saint Augustine, 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
60 Cathedral Pl, Saint Augustine, FL, 32084
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Joseph is involved with several business activities, including dive-related activities through iDive Florida, LLC, and Underwater Storey LLC, as well as photography through Ben Storey Photography. He also dedicates time annually to The Estate of Rose K. Reynolds, The Rose K. Reynolds Revocable Trust, and the Rose K Reynolds Trust FBO Jeffrey Garrison Storey.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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