Ian Glassford
Ian Glassford is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Colorado Springs, CO, 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
90 S Cascade Ave, Colorado Springs, CO, 80903
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Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Ian is involved with Friends Of The Children, a non-profit organization that provides mentors for at-risk children. He assists with fundraising and growing the organization's presence, but spends minimal time on this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Mcdonald Investments INC.Broker
State Registrations10 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.