Jose Edery
Jose Edery is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Aventura, FL, 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
19495 Biscayne Blvd, Aventura, FL, 33180
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Regulatory History
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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Jose's wife's family is involved in several investment companies, including Turbo Holdings, LLC, Azul Fertility Experts, S.A, COZCOZ INVESTMENTS LLC, SIV INVESTMENTS LLC, SMR CAPITAL GROUP LLC, CLAVE HOLDINGS LLC, and Highline Investment LLC, but Jose reports no duties or involvement in these entities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Santander Securities LLCBroker
State Registrations15 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.