PP
PP

Petik Petrosyan

9 Years of Experience
Pasadena, CA
Broker

Petik Petrosyan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pasadena, CA, 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
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.

Loading...

Location

800 E Colorado Blvd, Pasadena, CA, 91101

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2022 - Present · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
March 2020 - March 2022 · 2 yrs
Citigroup Global Markets INC.Broker
February 2019 - March 2022 · 3 yrs 1 mo
Unionbanc Investment Services, LLCBroker
July 2018 - January 2019 · 6 mos
J.P. Morgan Securities LLCBroker
February 2016 - April 2018 · 2 yrs 2 mos
State Registrations4 states
CANVSCTX
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.