AW
AW

Amber Wright

8 Years of Experience
Huntersville, NC
Broker

Amber Wright is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Huntersville, NC, with 8 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.

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Location

8015 W Kenton Cir, Huntersville, NC, 28078

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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.

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Other Business Activities

Amber works part-time as a bartender at Red Buffalo Brewing, dedicating about 10-20% of her time. She also serves on the board of Dahlia Grove and works at Cedar Stump Pub, spending a few hours per week on each activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2020 - Present · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Nylife Securities LLCBroker
January 2018 - November 2019 · 1 yr 10 mos
State Registrations12 states
COFLINMIMONCNYORPASCTXVA
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.
Amber Wright - Financial Advisor | TrueAdvisor