BH
BH

Brian Howe

22 Years of Experience
Jacksonville, FL
1 DisclosureBroker

Brian Howe is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

9000 Southside Blvd, Ci Client Management, Jacksonville, FL, 32256

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History

Regulatory History (1)
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Customer Dispute
September 2013
Pending
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - Present · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
September 2009 - October 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
September 2009 - October 2010 · 1 yr 1 mo
E*trade Capital Management, LLC
April 2009 - September 2009 · 5 mos
E*trade Securities LLCBroker
April 2005 - September 2009 · 4 yrs 5 mos
Wachovia Securities, LLC
May 2004 - April 2005 · 11 mos
Wachovia Securities, LLCBroker
May 2004 - April 2005 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2003 - April 2004 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2003 - April 2004 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.