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Dessie Nash

10 Years of Experience
Arlington, VA
Broker

Dessie Nash is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Arlington, VA, with 10 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

Arlington, VA

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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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Other Business Activities

Dessie is an independent business owner with Amway since 2020, with minimal time devoted to the business. Dessie has access to products and a discounted price.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2024 - Present · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2023 - Present · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Banc of America Investment Services, INC.
March 2007 - October 2007 · 7 mos
Banc of America Investment Services, INC.Broker
April 2006 - October 2007 · 1 yr 6 mos
Fiserv Investor Services, INC.Broker
September 2002 - July 2005 · 2 yrs 10 mos
Tradestar Investments,inc.Broker
September 2002 - December 2003 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
February 2001 - May 2002 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
January 1999 - January 2001 · 2 yrs
Ids Life Insurance CompanyBroker
January 1999 - January 2001 · 2 yrs
State Registrations3 states
DCNYVA
AdvisorBrokerBoth

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.