Ruggero Borletti
Ruggero Borletti is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Phoenix, AZ, 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
2555 E Camelback Rd, Pbig - Phoenix, Phoenix, AZ, 85016
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Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Ruggero is part of the alumni class, 35th year reunion committee for Brown University, tasked with raising money for the University endowment and annual fund. This takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations16 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.