Marcus Hernandez
Marcus Hernandez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Blue Bell, PA, with 25 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
470 Norristown Rd, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2020Customer Dispute
June 2009Customer Dispute
February 2009Other Business Activities
Marcus is the sole owner of a rental property since 2023, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Avalon Partners, INC.Broker
Kuhns Brothers Securities CorporationBroker
Casimir Capital L.P.Broker
Hold Brothers On-Line Investment Services INC.Broker
State Registrations25 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.