Wasana Pangan
Wasana Pangan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Austin, TX, 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
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
3700 N Capital of Texas Hwy, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Wasana advises The Wealth Management Center at Texas McCombs on developing programs to teach students and the community about wealth management careers and personal finance. This activity is not investment-related and the time commitment is unspecified.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.