John Shrewsbury
John Shrewsbury is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bloomington, MN, with 20 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
8300 Norman Center Dr, Bloomington, MN, 55437
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Regulatory History
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.
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John is the owner of AEGOS Financial LLC, established in 2012, which exists solely to hold a solo 401k plan. He has no responsibilities and dedicates no time to this entity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
Sentinel Financial Services CompanyBroker
Financial Network Investment CorporationBroker
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
State Registrations51 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.