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Michael Minnella

17 Years of Experience
Red Bank, NJ
Broker

Michael Minnella is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Red Bank, NJ, 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

77 Broad St, Red Bank, NJ, 07701

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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

Michael is an owner of GGM Millville, Inc (DBA 1000 Degrees Pizzeria) since 2017, dedicating a few hours per week to managing the finances. He also owns GGM Vacations 1050, LLC, GGMN Ventures, LLC, LEASH LOCK LLC, EZI LLC, and is an owner/employee of Vyzer, Inc, each requiring minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - Present · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - Present · 10 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2016 · 3 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2016 · 3 yrs 10 mos
Chase Investment Services CORP.
November 2010 - October 2012 · 1 yr 11 mos
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
J.P. Turner & Company, L.L.C.Broker
May 2009 - September 2009 · 4 mos
J.P. Turner & Company, L.L.C.Broker
September 2008 - May 2009 · 8 mos
National Securities CorporationBroker
May 2008 - October 2008 · 5 mos
State Registrations31 states
AZCACOCTDCDEFLGAHIILLAMAMEMINCNHNJNVNYOHOKORPAPRRISCTNTXVAWAWV
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.