Michael Juhn
Michael Juhn is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Forest Hills, NY, with 24 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
6965 Yellowstone Blvd, Forest Hills, NY, 11375
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Regulatory History
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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Michael owns a NYC Yellow taxi medallion since January 2023, dedicating minimal time to it for passive rental income. He is also a Sponsorship Director for Delta Waterfowl Organization, a charitable entity, spending a few hours per week.
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
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Essex National Securities, INC.Broker
Citicorp Investment ServicesBroker
State Registrations12 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.