DM
DM

Dominique Meyer

19 Years of Experience
New Orleans, LA
Broker

Dominique Meyer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New Orleans, LA, 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

601 Poydras St, New Orleans, LA, 70130

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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

Dominique is a sustaining member of the Junior League of New Orleans, a charitable organization, dedicating minimal time annually. Dominique is also a member of NANMAT LLC, a rental real estate company, spending minimal time per month and with potential future property management responsibilities.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - Present · 19 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - Present · 19 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - Present · 19 yrs 8 mos
State Registrations17 states
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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.
Dominique Meyer - Financial Advisor | TrueAdvisor