Austin Rosterolla
Austin Rosterolla is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Oregon City, OR, with 6 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
1841 S Molalla Ave, Oregon City, OR, 97045
Get directionsHistory
Regulatory History (1)
Financial
October 2021Other Business Activities
Austin is an employee of Benton County Marine Patrol, starting in April 2025. He spends a few hours per week checking boat safety equipment, ensuring boats are properly equipped, and providing search and rescue on the water.
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 Registrations12 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.