Charisse Pierre
Charisse Pierre is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mobile, AL, 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
3674 Dauphin St, Mobile, AL, 36608
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2024Other Business Activities
Charisse works part-time for Door Dash, delivering food to customers, dedicating about 10-20% of her time. She also spends a few hours per week assisting her daughter with her jewelry business and is a board member for Krewe of Nandi, handling bookkeeping.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations45 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.