Dathan Belanger
Dathan Belanger is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Providence, RI, with 15 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
1 Financial Plaza, Providence, RI, 02903
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Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Dathan is an author of historic fiction and Christian genres, dedicating about 10-20% of his time to writing. He also operates Beach Walker Studio, a jewelry company, with his daughter, spending about 10-20% of his time on weekend events. Dathan is also a board member for Pawtuxet Village Farmer's Market, spending minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Santander Securities LLCBroker
Mutual of Omaha Investor Services, INC.Broker
MML Investors Services, LLCBroker
Citizens Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.