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Gardner Bloemers

16 Years of Experience
Charlottesville, VA
Broker

Gardner Bloemers is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlottesville, VA, 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
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

650 Peter Jefferson Pkwy, Charlottesville, VA, 22911

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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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Other Business Activities

Gardner is a co-manager of Mint Springs Management, LLC, which provides healthcare and property management for his brother, and owns 49% of Stave Mill Farm LLC. Gardner also serves as a board member for the Virginia Horse Center Foundation and The Dressage Foundation.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - Present · 16 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2010 - Present · 16 yrs 4 mos
State Registrations27 states
ARAZCACOCTDCDEFLIDILINKSLAMDMTNCNJNYOHORPASCTNTXVAWIWV
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.
Gardner Bloemers - Financial Advisor | TrueAdvisor