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Jacqueline Scheible

12 Years of Experience
Rochester, NY
Broker

Jacqueline Scheible is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Rochester, NY, 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

100 Pixley Rd, Rochester, NY, 14624

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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
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
April 2017 - June 2017 · 2 mos
AXA Advisors, LLC
January 2016 - January 2017 · 1 yr
AXA Advisors, LLCBroker
December 2015 - June 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2013 - December 2015 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - December 2015 · 2 yrs 2 mos
State Registrations18 states
CACTDCDEFLGAMAMDMENCNHNJNYPARISCTXVT
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.
Jacqueline Scheible - Financial Advisor | TrueAdvisor