Steven Greene
Steven Greene is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Highland Park, IL, with 20 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
1921 St Johns Ave, Highland Park, IL, 60035
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Regulatory History (1)
Financial
November 2016Other Business Activities
Steven is a director for the Northbrook Symphony Orchestra, an advisory board member for Ravinia Festival, a consultant/independent contractor for Campanella Children's Choir, and a church music director/organist for Highland Park Presbyterian Church. These activities involve charitable organizations and music-related roles, taking minimal time to about 10-20% of his time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
Banc One Capital Markets, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.