Maureen Amritt
Maureen Amritt is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Delray Beach, FL, 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
601 E Atlantic Ave, Delray Beach, FL, 33483
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Regulatory History (1)
Judgment / Lien
April 2013Other Business Activities
Maureen is listed as part of her husband's tax preparation business, L D M Financial Services LLC, but has no active role. She dedicates minimal time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.Broker
Suntrust Securities, INC.Broker
State Registrations35 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.