Marko Milosevic
Marko Milosevic is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 10 years of industry experience. Marko is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
1100-1800 American Blvd, Ci Relationship Management, Pennington, NJ, 08534
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2019Criminal
November 2010Other Business Activities
Marko co-owns two rental properties with family members, one since December 2023 and the other since May 2025. He dedicates minimal time to the second property.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
More Advisors
- Jonathan KallenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ian GeffersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Evan PetersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John VeasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas McilraithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Justin BartolucciMerrill Lynch, Pierce, Fenner & Smith Incorporated