Michael Lagnese
Michael Lagnese is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Riverhead, NY, with 10 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
450 Old Country Rd, Riverhead, NY, 11901
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Regulatory History (1)
Criminal
December 1989Other Business Activities
Michael is a general partner in 8th St Winecellar Corp since 2007 and an owner of Youre Almost There Bibi Wine Bar since 2014. He dedicates minimal time to each of these wine bar businesses.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.