Michael Chacon
Michael Chacon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in West Hollywood, CA, 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
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
8921 Santa Monica Blvd, West Hollywood, CA, 90069
Get directionsHistory
Regulatory History (3)
Financial
July 2022Financial
June 2022Financial
May 2016Other Business Activities
Michael has a 90% ownership in Masrti Di Pregio Fine Arts LP since 2012, dedicating a few hours per week to buying and selling old master paintings. He is also a general partner/managing member of Cal Star Bear Holdings LLC, focusing on affordable housing.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations7 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.