GW
GW

Glyn Whyte

4 Years of Experience
Farmington Hills, MI
5 DisclosuresBroker

Glyn Whyte is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Farmington Hills, MI, with 4 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.

Loading...

Location

39001 W 12 Mile Rd, Farmington Hills, MI, 48331

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2025
Judgment / Lien
December 2024
Financial
August 2018
Final
Financial
June 2018
Final
Financial
June 2018
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2023 - Present · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2023 - June 2023 · 3 mos
Charles Schwab & CO., INC.Broker
November 2021 - June 2023 · 1 yr 7 mos
Morgan StanleyBroker
January 2020 - March 2020 · 2 mos
State Registrations10 states
AKFLILINMIMNNYOHTXWI
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.