GK
GK

Ganna Kravchuk

17 Years of Experience
Louisville, KY
Broker

Ganna Kravchuk is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Louisville, KY, with 17 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

101 Bullitt Ln, Louisville, KY, 40222

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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

Ganna volunteers on the investment committee for The Temple, a non-profit organization, since 2020. This requires minimal time each month.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - Present · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
PNC InvestmentsBroker
August 2017 - November 2018 · 1 yr 3 mos
PNC Investments
August 2017 - November 2018 · 1 yr 3 mos
PNC Investments
November 2014 - March 2017 · 2 yrs 4 mos
PNC InvestmentsBroker
October 2011 - March 2017 · 5 yrs 5 mos
Chase Investment Services CORP.Broker
October 2006 - March 2010 · 3 yrs 5 mos
State Registrations14 states
ARCAFLILINKYMIMONCOHTNTXVAWV
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.