Stephanie Kastrup
Stephanie Kastrup is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fairhope, AL, with 7 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
601 N Section St, Fairhope, AL, 36532
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Regulatory History (4)
Financial
July 2024Financial
May 2024Financial
March 2024Financial
February 2024Other Business Activities
Stephanie works as a delivery driver for Shipt and ASAP, starting in January 2023. She dedicates about a quarter of her time to Shipt and a few hours per week to ASAP.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 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.