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Bryan Vides

19 Years of Experience
Charlottesville, VA
1 DisclosureBroker

Bryan Vides is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlottesville, VA, with 19 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

650 Peter Jefferson Pkwy, Charlottesville, VA, 22911

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2015
Denied
Other Business Activities

Bryan owns rental property in El Salvador since 2019, dedicating minimal time. He also owns a handcraft cigar making business in El Salvador since April 2024, dedicating a few hours per week.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2021 - Present · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2017 - December 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - December 2021 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2010 - November 2015 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2015 · 6 yrs 1 mo
Banc of America Investment Services, INC.Broker
April 2007 - October 2009 · 2 yrs 6 mos
Western International Securities, INC.Broker
February 2006 - August 2006 · 6 mos
Wm Financial Services, INC.Broker
August 2004 - February 2006 · 1 yr 6 mos
State Registrations29 states
AZCACOCTDCDEFLGAIDILINKYLAMAMDMINCNHNJNMNYOHPASCTNTXVAWAWV
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.
Bryan Vides - Financial Advisor | TrueAdvisor