Brett Malamet
Brett Malamet is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Incline Village, NV, with 21 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 Tahoe Blvd, Incline Village, NV, 89451
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business Activities
Brett is responsible for running 21st Century Events, LLC, which includes investment property rental income, purchases, and sales, dedicating a few hours per week. Brett also serves as Treasurer and Director for a family foundation, spending a few hours per week in this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations26 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.