DW
DW

Dilini Weerasooriya

13 Years of Experience
New York, NY
1 DisclosureBroker

Dilini Weerasooriya is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, 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

75 Rockefeller Plz, New York, NY, 10019

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2015
Other Business Activities

Dilini rents an apartment in Brooklyn and subleases it with roommates, dedicating minimal time to this activity. She also has a part-time retail job, working about 10-20% of her time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - Present · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
May 2013 - April 2015 · 1 yr 11 mos
UBS Financial Services INC.Broker
July 2012 - April 2015 · 2 yrs 9 mos
State Registrations19 states
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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.
Dilini Weerasooriya - Financial Advisor | TrueAdvisor