Brian Chirles is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Reston, VA, 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.

Loading...

Location

11951 Freedom Dr, Reston, VA, 20190

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian is a general partner in Dont Quit Properties, a real estate investment partnership since 2013, dedicating minimal time. He is also a general partner/managing member in Go Forth Ventures and Heritage Grove LLC, both real estate investment ventures, dedicating minimal time to each.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - Present · 18 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 2003 - April 2007 · 3 yrs 7 mos
State Registrations28 states
ALARAZCACOCTDCDEFLGAILMAMDMEMNNCNJNYOHPARISCTXUTVAWAWIWV
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.