Michael Lozowski
Michael Lozowski is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Short Hills, NJ, 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
51 John F Kennedy Pkwy, Short Hills, NJ, 07078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a committee member of the Polish University Club of New Jersey, a non-profit organization, since 1991. He spends minimal time annually promoting Polish culture, gifting scholarships, and reviewing the club's investment portfolio.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
The Seaboard Planning CorporationBroker
State Registrations28 states
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