KF
KF

Kristine Feil

12 Years of Experience
Brentwood, TN
Broker

Kristine Feil is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Brentwood, TN, 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
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

201 Franklin Rd, Brentwood, TN, 37027

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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

Kristine is an employee of Beyond Details, working as a waiter/server since April 2024. This sole proprietorship takes minimal time, and is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - Present · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - September 2021 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - September 2021 · 6 yrs 9 mos
Edward Jones
October 2012 - November 2014 · 2 yrs 1 mo
Edward JonesBroker
October 2012 - November 2014 · 2 yrs 1 mo
State Registrations29 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.