Drew Weinberger
Drew Weinberger is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Washington, DC, 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
Firm Size
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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
1800 K St Nw, Washington, DC, 20006
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Regulatory History (1)
Customer Dispute
March 2025Other Business Activities
Drew is the owner of an LLC in Nashville, TN, and the sole owner and managing member of TriStar Real Estate LLC, L. A.102 LLC, and Terrapin Real Estate LLC. He is also a general partner/managing member of Terrapin Real Estate LLC, investing in residential real estate.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 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.