LA
LA

Lawrence Ansehl

9 Years of Experience
Columbus, OH
Broker

Lawrence Ansehl is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbus, OH, with 9 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

5438 N Hamilton Rd, Columbus, OH, 43230

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2023 - Present · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2021 - October 2023 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
September 2021 - October 2023 · 2 yrs 1 mo
Neuberger Berman Bd LLC
August 2016 - April 2019 · 2 yrs 8 mos
Neuberger Berman Bd LLCBroker
August 2016 - April 2019 · 2 yrs 8 mos
J.P. Morgan Securities LLC
July 2015 - August 2016 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
May 2015 - August 2016 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
January 2014 - March 2015 · 1 yr 2 mos
State Registrations24 states
ARAZCACOFLGAILINMDMNMTNCNJNVNYOHORSCTXVAVirgin IslandsWAWIWV
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.