Damian Hedley
Damian Hedley is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fairfax, CA, 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
Fairfax, CA
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Regulatory History
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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Damian is involved with two LLCs: Hedley Holdings, LLC, a real estate investment partnership with his father where he manages the LLC and conducts due diligence, and AKH Investments, LLC, a family LLC where he manages investments and distributions. Neither activity appears to be insurance-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Institutional Securities, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations16 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.