RZ
RZ

Rasheeda Zamudio

22 Years of Experience
Atlanta, GA
Broker

Rasheeda Zamudio is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Atlanta, GA, with 22 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

600 Peachtree St NE, Atlanta, GA, 30308

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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

Rasheeda is a self-employed Zumba fitness instructor and Mary Kay beauty consultant since 2015, dedicating a few hours per week to each activity. She also drives/makes deliveries for Uber Eats or Instacart.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - Present · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - Present · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - March 2014 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2014 · 1 yr 5 mos
Chase Investment Services CORP.
November 2006 - October 2012 · 5 yrs 11 mos
Chase Investment Services CORP.Broker
November 2006 - October 2012 · 5 yrs 11 mos
Oppenheimer & CO. INC.Broker
October 2005 - October 2006 · 1 yr
Fahnestock Asset Management
October 2005 - October 2006 · 1 yr
Hsbc Securities (USA) INC.Broker
June 2005 - October 2005 · 4 mos
Chase Investment Services CORP.
October 2003 - July 2004 · 9 mos
Chase Investment Services CORP.Broker
October 2003 - July 2004 · 9 mos
J. P. Morgan Invest, LLCBroker
June 2003 - June 2003 · 0 mos
Chase Investment Services CORP.
May 2002 - May 2003 · 1 yr
Chase Investment Services CORP.Broker
May 2002 - May 2003 · 1 yr
American Express Financial Advisors INC.Broker
October 2001 - March 2002 · 5 mos
Ids Life Insurance CompanyBroker
October 2001 - March 2002 · 5 mos
State Registrations2 states
GATX
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.