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Adoo Chia-Kur

8 Years of Experience
Columbus, OH
2 DisclosuresBroker

Adoo Chia-Kur is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbus, OH, with 8 years of industry experience. Adoo 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25502 advisors
Number of Clients
1,838,984 clients
Average Client Portfolio
$969K average
Assets Under Management
$1781.6B

Fee Structure

Investment management only (planning not offered)

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.

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Location

8890 Lyra Dr, Columbus, OH, 43240

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History

Regulatory History (2)
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Judgment / Lien
May 2025
Financial
April 2020
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2024 - Present · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan StanleyBroker
March 2022 - January 2024 · 1 yr 10 mos
Morgan Stanley
March 2022 - January 2024 · 1 yr 10 mos
J.P. Morgan Securities LLC
December 2016 - October 2021 · 4 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2016 - October 2021 · 5 yrs
State Registrations14 states
CADEFLINKYMINCNVNYOHPATXUTWV
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.
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