Charlene Parrish
Charlene Parrish is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jersey City, NJ, with 16 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
101 Hudson St, Investment Solutions Group, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (2)
Financial
November 2017Judgment / Lien
April 2017Other Business Activities
Charlene owns rental property in Jacksonville, FL, since 2013 and is a co-trustee of the VJP Revocable Living Trust. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pershing LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.