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Amanda Ransom

22 Years of Experience
Wilmington, DE
Broker

Amanda Ransom is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wilmington, DE, 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

2951 Centerville Rd, Wilmington, DE, 19808

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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

Amanda is involved with several charitable organizations, including the Moorestown Youth Football Association, Friends of the Moorestown Library, and Emergency Ready Project, Inc. She also manages operations for Unable Records, LLC, a small record label, dedicating minimal time to each activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - Present · 15 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Banc of America Investment Services, INC.
September 2005 - April 2009 · 3 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - April 2009 · 4 yrs 6 mos
Banc of America Investment Services, INC.
October 2004 - August 2005 · 10 mos
Quick & Reilly, INC.
July 2004 - October 2004 · 3 mos
Quick & Reilly, INC.Broker
July 2004 - October 2004 · 3 mos
American Express Financial Advisors, INC.
June 2002 - July 2004 · 2 yrs 1 mo
American Express Financial Advisors INC.Broker
December 2001 - July 2004 · 2 yrs 7 mos
Ids Life Insurance CompanyBroker
December 2001 - July 2004 · 2 yrs 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.