Kirk Johnson
Kirk Johnson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pittsburgh, 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
5862 Baum Blvd, Pittsburgh, PA, 15206
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Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Kirk is a board member for Marjie's Fund, Inc., dedicating a few hours per week to accounting, bill paying, and check writing. He also serves as an advisory board member for Pittsburgh Promise, spending minimal time. Kirk owns ShawncoOne LLC to hold real estate.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations38 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.