Deanna Conerly
Deanna Conerly is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in South Bend, IN, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
100 N Michigan St, South Bend, IN, 46601
Get directionsHistory
Regulatory History (3)
Financial
January 2020Financial
February 2018Judgment / Lien
August 2016Other Business Activities
Deanna volunteers for CICOA, empowering older adults and those with disabilities, dedicating minimal time. She also owns Uplevel, a life coaching business focused on mindset and money mindset coaching for women entrepreneurs, and works as a consultant for InteleTravel and PlanNet Marketing.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations53 states
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.