Eduardo Martinez
Eduardo Martinez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Stamford, CT, with 12 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
301 Tresser Blvd, Stamford, CT, 06901
Get directionsHistory
Regulatory History (3)
Financial
August 2023Regulatory
August 2023Customer Dispute
June 2021Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
National Securities CorporationBroker
Phx Financial, INC.Broker
Newbridge Securities CorporationBroker
Phx Financial, INC.Broker
Mcbarron Capital LLCBroker
National Securities CorporationBroker
Laidlaw & Company (UK) LTD.Broker
Joseph Gunnar & CO. LLCBroker
Investors Capital CORP.Broker
State Registrations24 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.