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Maribel Lebron

15 Years of Experience
Guaynabo, PR
Broker

Maribel Lebron is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Guaynabo, PR, with 15 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

15 2nd St / 15 Calle 2, Guaynabo, PR, 00968

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - Present · 8 yrs 4 mos
Previous Registrations
Santander Securities LLCBroker
October 2017 - February 2018 · 4 mos
Lincoln Financial Securities CorporationBroker
March 2017 - August 2017 · 5 mos
Aegis Capital CORP.Broker
June 2015 - March 2016 · 9 mos
Capital Guardian, LLCBroker
October 2013 - June 2015 · 1 yr 8 mos
AXA Advisors, LLCBroker
August 2009 - August 2013 · 4 yrs
State Registrations4 states
FLNYPRTX
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.
Maribel Lebron - Financial Advisor | TrueAdvisor