Freddie Moultrie
Freddie Moultrie is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Washington, DC, with 24 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
1800 K St Nw, Washington, DC, 20006
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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
Freddie is the Chairman of the Deacon Board for Mt. Joy Baptist Church in Washington DC, assisting with services, visiting the sick, and working with other deacons and ministers. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations19 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.