Stephanie Lyman
Stephanie Lyman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlottesville, VA, with 10 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
650 Peter Jefferson Pkwy, Charlottesville, VA, 22911
Get directionsHistory
Regulatory History (1)
Regulatory
September 2013Other Business Activities
Stephanie owns rental properties, including a house she rents out and a property jointly owned with her husband where he operates his law practice. Stephanie and her husband also own Oakerson Acres LLC for a long-term land investment, but it is not income-producing.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Suntrust Advisory Services LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations4 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.