JB
JB

Joseph Brigida

17 Years of Experience
Florham Park, NJ
Broker

Joseph Brigida is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, with 17 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

100 Campus Dr, Florham Park, NJ, 07932

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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.

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Other Business Activities

Joseph is a committee member for the Morris Museum, a non-profit charitable organization, since 2016. He is the co-chair of the museum's annual golf outing, dedicating minimal time to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - Present · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Convergex Execution Solutions LLCBroker
September 2014 - November 2015 · 1 yr 2 mos
Morgan Stanley & CO. LLCBroker
October 2007 - September 2014 · 6 yrs 11 mos
State Registrations22 states
AZCACOCTFLGAILMAMDMEMONCNHNJNYORPASCTNTXVAVT
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.
Joseph Brigida - Financial Advisor | TrueAdvisor