Michael Long
Michael Long is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Reston, VA, 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
11951 Freedom Dr, Reston, VA, 20190
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Michael is a board member of the Big Fish Foundation, a charitable organization supporting veterans, dedicating about 10-20% of their time annually to fundraising. Michael also serves as a POA, dedicating minimal time annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.