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Mary Byington

18 Years of Experience
Winter Park, FL
Broker

Mary Byington is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Winter Park, FL, with 18 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

250 S Park Ave, Winter Park, FL, 32789

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2023 - Present · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Investment Services LLCBroker
January 2016 - September 2018 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
March 2013 - December 2014 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
November 2009 - March 2012 · 2 yrs 4 mos
Bb&t Investment Services, INC.Broker
October 2009 - October 2009 · 0 mos
Colonial Asset Management INC
June 2009 - September 2009 · 3 mos
Colonial Brokerage, INC.Broker
May 2006 - September 2009 · 3 yrs 4 mos
Fifth Third Securities, INC.Broker
April 2005 - April 2006 · 1 yr
Suntrust Securities, INC.Broker
November 2000 - March 2005 · 4 yrs 4 mos
State Registrations1 state
FL
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.
Mary Byington - Financial Advisor | TrueAdvisor