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Nadia Allaudin

26 Years of Experience
Los Angeles, CA
Broker

Nadia Allaudin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Los Angeles, CA, with 26 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

2029 Century Park E, Pwm- Century Park North, Los Angeles, CA, 90067

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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

Nadia is a teacher at UCLA, dedicating a few hours per week. She also consults for Women, Wealth and Wisdom, coordinating events, and is a committee member for MADRE, a charitable organization. Nadia is also an investor in The Happy Hues Company and a board member for Sierra Canyon School and UCLA Santa Monica Health Advisory Board.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1999 - Present · 26 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - Present · 26 yrs 11 mos
State Registrations26 states
AZCACOCTDCFLGAIAILMAMDMNNCNJNMNVNYOHORPASCTNTXUTWAWI
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.