Alfredo Aguirre
Alfredo Aguirre is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Plantation, 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
600 N Pine Island Rd, Plantation, FL, 33324
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Alfredo is involved with several non-profit and charitable organizations, including Nicklaus Children's Hospital Foundation, St. Bonaventure Catholic Church, Greater Fort Lauderdale Chamber of Commerce, Rotary Weston, and Broward Education Foundation. He also teaches investment basics and retirement seminars at Broward County Schools, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations31 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.