BC
BC

Brandt Cybul

15 Years of Experience
New York, NY
1 DisclosureBroker

Brandt Cybul is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 15 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

75 Rockefeller Plz, New York, NY, 10019

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2018 - Present · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2013 - November 2017 · 4 yrs
UBS Financial Services INC.
November 2013 - November 2017 · 4 yrs
Morgan Stanley
July 2011 - January 2014 · 2 yrs 6 mos
Morgan StanleyBroker
July 2011 - January 2014 · 2 yrs 6 mos
RBC Capital Markets, LLC
April 2011 - August 2011 · 4 mos
RBC Capital Markets, LLCBroker
March 2011 - August 2011 · 5 mos
Laidlaw & Company (UK) LTD.Broker
October 2009 - August 2010 · 10 mos
Nwt Financial Group, LLCBroker
April 2009 - May 2009 · 1 mo
State Registrations23 states
ALCACOCTDEFLGAILKSMAMDNCNHNJNYOHORPASCTNTXVAWA
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.
Brandt Cybul - Financial Advisor | TrueAdvisor