Nicholas Nawrocki
Nicholas Nawrocki is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Grand Blanc, MI, 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
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
8121 Trillium Circle Ave, Grand Blanc, MI, 48439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas serves on the finance committee at Spring Meadows Country Club, dedicating a few hours per week to ensure the organization's financial sustainability. His duties involve assessing financial risks, monitoring efficiency, and assisting management with strategic goals.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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