Bryan Wollheim
Bryan Wollheim is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Scottsdale, AZ, 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
23655 N Scottsdale Rd, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2013Other Business Activities
Bryan is listed as a General Partner/Managing Member of Precisely Promotional LLC, an LLC for his wife's promotional products and real estate business, but he has no role or responsibility and spends no time on it. He is also involved in VK Industrial VII, LP, which is for general investing in real estate, but the filing lacks details.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 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.