Boriss Bikosvili
Boriss Bikosvili is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mill Valley, CA, 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
2 Belvedere Pl, Mill Valley, CA, 94941
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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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Boriss works as a caregiver/provider for In Home Support Services, assisting a family member with shopping and doctor's appointments, dedicating about 10-20% of his time. He also works as a caregiver for his grandmother on weekends, dedicating a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations13 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.