Edward Rakosky
Edward Rakosky is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in El Segundo, CA, 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
2301 Rosecrans Ave, El Segundo, CA, 90245
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Regulatory History (2)
Customer Dispute
September 2022Criminal
November 2021Other Business Activities
Edward is the president of Smaco, LLC, a residential real estate investment and apartment rental business since 1997, spending a few hours per week managing the property manager. He is also the owner of Rakosky Family Trust since 2016, dedicating minimal time annually to home rental, and an officer of the Saint John Bosco Home Run Club, a charitable organization, spending minimal time monthly.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations29 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.