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Antanas Mikuzis

18 Years of Experience
Chicago, IL
Broker

Antanas Mikuzis is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chicago, IL, with 18 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

110 N Wacker Dr, Chicago, IL, 60606

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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

Antanas and his spouse have 100% ownership in two rental properties since 2003 and 2006. Antanas spends minimal time per month on property maintenance.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2018 · 8 yrs 3 mos
Banc of America Investment Services, INC.Broker
October 2008 - October 2009 · 1 yr
Lasalle Financial Services, INC.Broker
December 2007 - October 2008 · 10 mos
Citicorp Investment ServicesBroker
July 2002 - April 2004 · 1 yr 9 mos
State Registrations2 states
ILMI
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.