ZD
ZD

Zakhele Dhlamini

15 Years of Experience
Troy, MI
Broker

Zakhele Dhlamini is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Troy, MI, 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

2699 W Big Beaver Rd, Troy, MI, 48084

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - Present · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - Present · 9 yrs 1 mo
Previous Registrations
PNC Investments
April 2013 - May 2017 · 4 yrs 1 mo
PNC InvestmentsBroker
March 2013 - May 2017 · 4 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - January 2013 · 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.
October 2010 - October 2012 · 2 yrs
Chase Investment Services CORP.Broker
October 2010 - October 2012 · 2 yrs
Edward Jones
October 2009 - May 2010 · 7 mos
Edward JonesBroker
September 2009 - May 2010 · 8 mos
State Registrations8 states
FLILINMIMNOHTXWI
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.
Zakhele Dhlamini - Financial Advisor | TrueAdvisor