Brian Fields
Brian Fields is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Camp Hill, PA, 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
214 Senate Ave, Camp Hill, PA, 17011
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Regulatory History (1)
Customer Dispute
December 2019Other Business Activities
Brian is on the finance committee for West Shore Country Club and consults on home energy for Stream Energy, dedicating minimal time to each. He is also a consultant for the John Maxwell Team and co-owns rental property, dedicating minimal time to each, and is a consultant for Optavia.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations53 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.