AN
CFP
AN
CFP

Abby Nolan

12 Years of Experience
Columbus, OH
Broker

Abby Nolan is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbus, OH, 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

8890 Lyra Dr, Columbus, OH, 43240

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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 Incorporated
March 2021 - Present · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Fifth Third Securities, INC.
December 2014 - March 2021 · 6 yrs 3 mos
Fifth Third Securities, INC.Broker
December 2014 - March 2021 · 6 yrs 3 mos
J.P. Morgan Securities LLCBroker
December 2013 - November 2014 · 11 mos
State Registrations14 states
AZCADCFLINMAMDNCNYOHTXVAWAWV
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.
Abby Nolan - Financial Advisor | TrueAdvisor