Nancy Salvia
Nancy Salvia is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Auburn Hills, MI, 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
3030 Cross Creek Pkwy, Auburn Hills, MI, 48326
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Nancy owns rental property and spends minimal time on it. She and her husband are also buying the inventory from his uncle's estate of a vitamin and mineral business for online sales, dedicating a few hours per week. Nancy is also an elected official for the City of Rochester, dedicating a few hours per week, and does committee work for events and is a small group facilitator for Dream Center of Michigan.
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.