MV
MV

Melody Voyak

16 Years of Experience
Fairfield, CT
Broker

Melody Voyak is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fairfield, CT, 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
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

1499 Post Rd, Fairfield, CT, 06824

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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

Melody is a Mary Kay Cosmetics consultant since 2012, dedicating about 10-20% of her time to selling skincare products. She also owns Crochet by Melody and The Creative Melody, spending about a quarter of her time selling crochet items and minimal time as a personal organizer, respectively.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - Present · 14 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
October 2010 - November 2011 · 1 yr 1 mo
UBS Financial Services INC.Broker
May 2009 - November 2011 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - April 2009 · 0 mos
State Registrations34 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.