AW
AW

Amber Weaver

8 Years of Experience
Punta Gorda, FL
Broker

Amber Weaver is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Punta Gorda, FL, 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

1190 W Marion Ave, Punta Gorda, FL, 33950

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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 owns rental property in Punta Gorda, FL, dedicating minimal time to it. She also serves as an advisory board member and ex officio board member for Meals on Wheels of Charlotte County, spending a few hours per week on this non-profit organization.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - Present · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - Present · 8 yrs 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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 Weaver - Financial Advisor | TrueAdvisor