Jill Otto
Jill Otto is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miami, FL, with 14 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
Miami, FL
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Regulatory History (2)
Judgment / Lien
January 2026Judgment / Lien
December 2025Other Business Activities
Jill is a general partner/managing member of Beyond the Sea LLC (since 2021, minimal time, owns and manages a boat), Somethin' Stupid LLC (since 2023, minimal time, manager), Summer Wind, Inc (since 2023, minimal time, provides accounting, planning and consolidating consulting services), and Come Dance With Me, LLC (since 2023, minimal time, buys, sells, and manages art). These activities are not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations28 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.