MV
MV

Michael Vecchia

11 Years of Experience
Bridgewater, NJ
Broker

Michael Vecchia is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bridgewater, NJ, with 11 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 Somerset Corporate Blvd, Bridgewater, NJ, 08807

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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

Michael works part-time at Trump National Golf Club doing general facility maintenance and event setup, dedicating about half of his time. He also owns Vecchia Holdings LLC and Vecchia Holdings II LLC, which hold or plan to hold rental properties, dedicating minimal time to these ventures annually.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - Present · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - Present · 12 yrs
State Registrations46 states
ALARAZCACOCTDCDEFLGAIAIDILINKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin 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.