Trey Clark
Trey Clark is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 14 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
1100-1800 American Blvd, Ci Client Services, Pennington, NJ, 08534
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Regulatory History (1)
Regulatory
August 2015Other Business Activities
Trey is an advisory board member for Childhelp, a non-profit organization dedicated to fighting child abuse, since 2012. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 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.