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Melissa Williamson

24 Years of Experience
Bristol, TN
1 DisclosureBroker

Melissa Williamson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bristol, TN, 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

500 State St, Bristol, TN, 37620

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2018
Denied
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2020 - Present · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Cary Street Partners
March 2017 - July 2020 · 3 yrs 4 mos
Cary Street PartnersBroker
March 2017 - July 2020 · 3 yrs 4 mos
Wells Fargo AdvisorsBroker
September 2013 - November 2016 · 3 yrs 2 mos
Wells Fargo Advisors, LLC
September 2013 - November 2016 · 3 yrs 2 mos
Strategic Advisers, INC.
November 2007 - September 2013 · 5 yrs 10 mos
Fidelity Brokerage Services LLCBroker
August 2001 - September 2013 · 12 yrs 1 mo
State Registrations18 states
CODEFLGAIAKYMINCNENYOHPASCTNTXVAWIWV
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.