Melaney Friesen
Melaney Friesen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fresno, 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
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
5260 N Palm Ave, Fresno, CA, 93704
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Regulatory History (2)
Judgment / Lien
June 2022Customer Dispute
January 2016Other Business Activities
Melaney is the sole owner of rental property since 2016, and also owns Paragon and Associates Investment Trust since March 2023, where she buys, sells, and holds rental properties. These activities require minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 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.