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Michael Remey

24 Years of Experience
Red Bank, NJ
Broker

Michael Remey is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Red Bank, NJ, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

77 Broad St, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is involved with Why Not?, LLC, a beach house rental property managed by his wife, dedicating minimal time. He also has an ownership stake in RemeyWest, LLC, a family-held house, requiring minimal time annually.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - Present · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2008 - October 2017 · 8 yrs 11 mos
UBS Financial Services INC.
November 2008 - October 2017 · 8 yrs 11 mos
Morgan Stanley & CO. Incorporated
February 2008 - November 2008 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
June 2003 - April 2007 · 3 yrs 10 mos
Spencer Trask Ventures, INC.Broker
October 2002 - February 2003 · 4 mos
Thomas Weisel Partners LLCBroker
February 2001 - June 2002 · 1 yr 4 mos
State Registrations25 states
ARAZCACOCTDCDEFLILINMAMDMONCNJNYOHPASCTNTXVAVTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.