Alberto Hamonet
Alberto Hamonet is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 25 years of industry experience. Alberto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
75 Rockefeller Plz, New York, NY, 10019
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2025Customer Dispute
May 2003Other Business Activities
Alberto owns rental property in Redding, Connecticut, since June 2024, dedicating minimal time to it. He also volunteers with the NYC Hispanic Chamber of Commerce, spending minimal time promoting Hispanic-owned businesses since September 2024.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS International INC.Broker
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
Citicorp Securities, INC.Broker
State Registrations20 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.
Exams
More Advisors
- Peter SvarreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher JohnstonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin BuschMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth NersesianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Suzanne BennettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mariana MeyersonMerrill Lynch, Pierce, Fenner & Smith Incorporated