Victor Montas
Victor Montas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bridgewater, NJ, 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
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
100 Somerset Corporate Blvd, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (4)
Judgment / Lien
November 2015Judgment / Lien
March 2015Judgment / Lien
June 2014Judgment / Lien
October 2013Other Business Activities
Victor works for Braun Research, Inc. completing public opinion surveys, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Nylife Securities LLCBroker
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
State Registrations7 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.