Edward Nabhan
Edward Nabhan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boston, MA, with 45 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
100 Federal St, Boston, MA, 02110
Get directionsHistory
Regulatory History (1)
Regulatory
May 1985Other Business Activities
Edward is a limited partner in CSE Real Estate LLC since 2015 and an owner since 2023, dedicating minimal time to owning real estate. He is also a trustee for E G N TTEE U/A DTD 12/30/2020 BY S B N, spending minimal time on this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations27 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.