Danielle Gilbert-Richard
Danielle Gilbert-Richard is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Burlington, VT, 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
60 Lake St, Burlington, VT, 05401
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Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Danielle participates in quarterly board meetings and fundraising events for the Fletcher Allen Health Care Foundation, dedicating minimal time. She also co-owns rental property and is a co-trustee and trustee for two trusts, dedicating minimal time to these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 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.