Brendan Perkins
Brendan Perkins is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hartford, CT, with 18 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
185 Asylum St, City Place Ii, 14th Fl, Hartford, CT, 06103
Get directionsHistory
Regulatory History (1)
Criminal
October 2024Other Business Activities
Brendan is involved with Connecticut Dance Academy, LLC as a co-owner and trustee, providing marketing and financial guidance. He dedicates minimal time per week to these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations42 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.