Nas Allan
Nas Allan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Staten Island, NY, with 23 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
900 South Ave, Staten Island, NY, 10314
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2018Regulatory
August 2017Customer Dispute
May 2014Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Meyers Associates, L.P.Broker
Obsidian Wealth Management, LLC
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Obsidian Financial Group, LLCBroker
Jhs Capital Advisors, INC.
Jhs Capital Advisors, INC.Broker
Meyers Associates, L.P.Broker
Joseph Stevens & Company, INC.Broker
Great Eastern Securities, INC.Broker
J.P. Turner & Company, L.L.C.Broker
J.P. Turner & Company, L.L.C.Broker
National Securities CorporationBroker
Continental Broker-Dealer CORP.Broker
Joseph Stevens & Company, INC.Broker
Delta Asset Management Company, LLCBroker
State Registrations50 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.