Abby Smith
Abby Smith is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wichita Falls, TX, with 7 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
4245 Kemp Blvd, Wichita Falls, TX, 76308
Get directionsHistory
Regulatory History (5)
Financial
October 2020Financial
February 2020Financial
January 2020Financial
February 2019Financial
September 2018Other Business Activities
Abby is an independent distributor and health coach for Herbalife International since 2012, dedicating minimal time to this. She is also a judge for the Texas High School Powerlifting Association on an as-needed basis and has a Loyalty Rewards account with Young Living.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 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.