Ronald Coltrane
Ronald Coltrane is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wilkes Barre, PA, with 14 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
600 Baltimore Dr, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Infinex Investments, INC.
Infinex Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations53 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.
Exams
More Advisors
- Stacey WyandtMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles YoungmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard Hazzouri, CFAMorgan Stanley
- Joseph Krugel, CFPAmeriprise Financial Services, LLC
- Bryan Boyle, ChFCCambridge Investment Research Advisors, INC.
- Daniel Chaump, ChFCMorgan Stanley