ZG
ZG

Zanielle Grinnell

13 Years of Experience
Chicago, IL
Broker

Zanielle Grinnell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chicago, IL, with 13 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

110 N Wacker Dr, Chicago, IL, 60606

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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

Zanielle is the sole member of Sports Connect LLC, working as an official/referee for youth and adult sports, dedicating about 10-20% of her time. She also works as a referee for the Illinois High School Association and NCAA, spending a few hours per week on each activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - Present · 13 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - Present · 13 yrs 4 mos
State Registrations22 states
AZCACODCFLIAILINKYMDMIMNMONCNVNYORPATXVAWAWI
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.
Zanielle Grinnell - Financial Advisor | TrueAdvisor