Victoria Staebler
Victoria Staebler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wellesley Hills, MA, 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
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
45 William St, Wellesley Hills, MA, 02481
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Regulatory History (1)
Regulatory
December 1998Other Business Activities
Victoria is a representational oil painter as a sole proprietor, dedicating a few hours per week to this hobby. She is also a committee member of the Investment Committee for Pro-Choice Massachusetts Foundation, dedicating minimal time quarterly.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
PNC Capital Markets, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations3 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.