MR
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Michael Renuart

23 Years of Experience
Lincoln, RI
Broker

Michael Renuart is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lincoln, RI, with 23 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

670 George Washington Hwy, Ci Client Management, Lincoln, RI, 02865

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - Present · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2017 - March 2021 · 3 yrs 9 mos
Cetera Investment Services LLCBroker
June 2017 - March 2021 · 3 yrs 9 mos
PNC Investments
April 2017 - June 2017 · 2 mos
PNC InvestmentsBroker
March 2017 - June 2017 · 3 mos
Forethought Distributors, LLCBroker
February 2013 - October 2015 · 2 yrs 8 mos
Hancock Investment Services, INC.
February 2012 - March 2012 · 1 mo
Hancock Investment Services, INC.Broker
October 2011 - March 2012 · 5 mos
Bic Distributors, LLCBroker
May 2011 - September 2011 · 4 mos
Capital Brokerage CorporationBroker
May 2010 - January 2011 · 8 mos
Riversource Distributors, INC.Broker
January 2007 - May 2010 · 3 yrs 4 mos
Ameriprise Financial Services, INC.Broker
October 2004 - January 2007 · 2 yrs 3 mos
Ids Life Insurance CompanyBroker
October 2004 - December 2006 · 2 yrs 2 mos
Pacific Select Distributors, INC.Broker
November 1999 - October 2004 · 4 yrs 11 mos
Dean Witter Reynolds INC.Broker
September 1998 - November 1999 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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.